DFIM
AOR icon

Detwiler Fenton Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Detwiler Fenton Investment 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
2014
Q1 		– Sell
-5,486
Closed -$211K – 97
2013
Q4 		$211K Sell
5,486
-221
-4% -$8.35K 0.19% 99
2013
Q3 		$210K Buy
+5,707
New +$207K 0.19% 103

Other funds holding AOR

PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Detwiler Fenton Investment Management's AOR Position: Q1 2014 in Review

Detwiler Fenton Investment Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2014, closing a stake of 5,486 shares — an estimated $211K sold.

Detwiler Fenton Investment Management first reported a position in AOR in Q3 2013 and held it in 2 quarters. The position peaked at $211K in Q4 2013. 41 funds tracked by Wall St. Rank hold AOR as of Q1 2014.

  • Detwiler Fenton Investment Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 5,486 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2014, an estimated $211K.
  • Detwiler Fenton Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2013 and held it in 2 quarters.
  • Detwiler Fenton Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $211K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2014, filed 1 May 2014.