Clearwater Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clearwater Capital 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	-7,497	Closed	-$333K	–	189
2018 Q2	$333K	Buy	7,497 +278	+4%	+$12.4K	0.07%	149
2018 Q1	$322K	Buy	7,219 +335	+5%	+$15.1K	0.07%	149
2017 Q4	$309K	Buy	6,884 +192	+3%	+$8.72K	0.07%	143
2017 Q3	$300K	Sell	6,692 -14	-0.2%	-$618	0.07%	141
2017 Q2	$290K	Buy	6,706 +384	+6%	+$16.6K	0.07%	136
2017 Q1	$266K	Sell	6,322 -2,969	-32%	-$124K	0.07%	139
2016 Q4	$378K	Buy	9,291 +1,064	+13%	+$43.1K	0.13%	113
2016 Q3	$336K	Buy	8,227 +2,763	+51%	+$113K	0.12%	114
2016 Q2	$217K	Buy	+5,464	New	+$216K	0.08%	125

Other funds holding AOR

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Clearwater Capital Advisors's AOR Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2018, closing a stake of 7,497 shares — an estimated $333K sold.

Clearwater Capital Advisors first reported a position in AOR in Q2 2016 and held it in 9 quarters. The position peaked at $378K in Q4 2016. 156 funds tracked by Wall St. Rank hold AOR as of Q3 2018.

Clearwater Capital Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 7,497 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2018, an estimated $333K.
Clearwater Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and held it in 9 quarters.
Clearwater Capital Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $378K in Q4 2016.
156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.