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Coyle Financial Counsel’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Coyle Financial Counsel’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
2019
Q4 		– Sell
-15,040
Closed -$693K – 56
2019
Q3 		$693K Buy
15,040
+138
+0.9% +$6.3K 0.7% 37
2019
Q2 		$686K Buy
+14,902
New +$671K 0.61% 36

Other funds holding AOR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coyle Financial Counsel's AOR Position: Q4 2019 in Review

Coyle Financial Counsel sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2019, closing a stake of 15,040 shares — an estimated $693K sold.

Coyle Financial Counsel first reported a position in AOR in Q2 2019 and held it in 2 quarters. The position peaked at $693K in Q3 2019. 218 funds tracked by Wall St. Rank hold AOR as of Q4 2019.

  • Coyle Financial Counsel reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • Coyle Financial Counsel sold 15,040 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2019, an estimated $693K.
  • Coyle Financial Counsel first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2019 and held it in 2 quarters.
  • Coyle Financial Counsel's iShares Core 60/40 Balanced Allocation ETF position peaked at $693K in Q3 2019.
  • 218 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2019.

Based on Coyle Financial Counsel's 13F filing for Q4 2019, filed 12 Feb 2020.