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Churchill Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Churchill Management’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,629
Closed -$566K – 129
2017
Q3 		$566K Buy
+12,629
New +$557K 0.01% 114

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Churchill Management's AOR Position: Q4 2017 in Review

Churchill Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2017, closing a stake of 12,629 shares — an estimated $566K sold.

Churchill Management first reported a position in AOR in Q3 2017 and held it in 1 quarter. The position peaked at $566K in Q3 2017. 137 funds tracked by Wall St. Rank hold AOR as of Q4 2017.

  • Churchill Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • Churchill Management sold 12,629 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2017, an estimated $566K.
  • Churchill Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2017 and held it in 1 quarter.
  • Churchill Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $566K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2017.

Based on Churchill Management's 13F filing for Q4 2017, filed 11 Jan 2018.