Csenge Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-10,578
Closed -$469K 1037
2018
Q2
$469K Sell
10,578
-495
-4% -$22.1K 0.17% 125
2018
Q1
$494K Buy
+11,073
New +$501K 0.17% 129

Other funds holding AOR

Csenge Advisory Group's AOR Position: Q3 2018 in Review

Csenge Advisory Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2018, closing a stake of 10,578 shares — an estimated $469K sold.

Csenge Advisory Group first reported a position in AOR in Q1 2018 and held it in 2 quarters. The position peaked at $494K in Q1 2018. 156 funds tracked by Wall St. Rank hold AOR as of Q3 2018.

  • Csenge Advisory Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 10,578 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2018, an estimated $469K.
  • Csenge Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and held it in 2 quarters.
  • Csenge Advisory Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $494K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2018.

Based on Csenge Advisory Group's 13F filing for Q3 2018, filed 19 Nov 2018.