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Gilbert & Cook’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gilbert & Cook’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
-5,694
Closed -$231K – 77
2016
Q4 		$231K Buy
+5,694
New +$230K 0.1% 66

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

Gilbert & Cook's AOR Position: Q1 2017 in Review

Gilbert & Cook sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2017, closing a stake of 5,694 shares — an estimated $231K sold.

Gilbert & Cook first reported a position in AOR in Q4 2016 and held it in 1 quarter. The position peaked at $231K in Q4 2016. 115 funds tracked by Wall St. Rank hold AOR as of Q1 2017.

  • Gilbert & Cook reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Gilbert & Cook sold 5,694 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2017, an estimated $231K.
  • Gilbert & Cook first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and held it in 1 quarter.
  • Gilbert & Cook's iShares Core 60/40 Balanced Allocation ETF position peaked at $231K in Q4 2016.
  • 115 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2017.

Based on Gilbert & Cook's 13F filing for Q1 2017, filed 22 May 2017.