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Clear Perspective Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-885
Closed -$972K – 158
2018
Q2 		$972K Buy
885
+815
+1,164% +$36.4K 0.68% 32
2018
Q1 		$3K Buy
+70
New +$3.17K ﹤0.01% 430

Other funds holding AOR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return

Clear Perspective Advisors's AOR Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2018, closing a stake of 885 shares — an estimated $972K sold.

Clear Perspective Advisors first reported a position in AOR in Q1 2018 and held it in 2 quarters. The position peaked at $972K in Q2 2018. 156 funds tracked by Wall St. Rank hold AOR as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 885 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2018, an estimated $972K.
  • Clear Perspective Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $972K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.