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

Gainplan’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
2017
Q1 		– Sell
-6,107
Closed -$248K – 14
2016
Q4 		$248K Buy
+6,107
New +$247K 0.15% 7

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gainplan's AOR Position: Q1 2017 in Review

Gainplan sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2017, closing a stake of 6,107 shares — an estimated $248K sold.

Gainplan first reported a position in AOR in Q4 2016 and held it in 1 quarter. The position peaked at $248K in Q4 2016. 115 funds tracked by Wall St. Rank hold AOR as of Q1 2017.

  • Gainplan reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Gainplan sold 6,107 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2017, an estimated $248K.
  • Gainplan first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and held it in 1 quarter.
  • Gainplan's iShares Core 60/40 Balanced Allocation ETF position peaked at $248K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2017.

Based on Gainplan's 13F filing for Q1 2017, filed 12 May 2017.