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Estate Counselors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Estate Counselors’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
2013
Q4 		– Sell
-5,500
Closed -$203K – 54
2013
Q3 		$203K Buy
+5,500
New +$200K 0.09% 53

Other funds holding AOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Estate Counselors's AOR Position: Q4 2013 in Review

Estate Counselors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2013, closing a stake of 5,500 shares — an estimated $203K sold.

Estate Counselors first reported a position in AOR in Q3 2013 and held it in 1 quarter. The position peaked at $203K in Q3 2013. 40 funds tracked by Wall St. Rank hold AOR as of Q4 2013.

  • Estate Counselors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2013 after selling out during the quarter.
  • Estate Counselors sold 5,500 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2013, an estimated $203K.
  • Estate Counselors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2013 and held it in 1 quarter.
  • Estate Counselors's iShares Core 60/40 Balanced Allocation ETF position peaked at $203K in Q3 2013.
  • 40 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2013.

Based on Estate Counselors's 13F filing for Q4 2013, filed 17 Jan 2014.