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Gofen & Glossberg’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gofen & Glossberg’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
2016
Q2 		– Sell
-14,308
Closed -$564K – 455
2016
Q1 		$564K Buy
+14,308
New +$542K 0.02% 262

Other funds holding AOR

SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gofen & Glossberg's AOR Position: Q2 2016 in Review

Gofen & Glossberg sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2016, closing a stake of 14,308 shares — an estimated $564K sold.

Gofen & Glossberg first reported a position in AOR in Q1 2016 and held it in 1 quarter. The position peaked at $564K in Q1 2016. 96 funds tracked by Wall St. Rank hold AOR as of Q2 2016.

  • Gofen & Glossberg reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2016 after selling out during the quarter.
  • Gofen & Glossberg sold 14,308 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2016, an estimated $564K.
  • Gofen & Glossberg first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2016 and held it in 1 quarter.
  • Gofen & Glossberg's iShares Core 60/40 Balanced Allocation ETF position peaked at $564K in Q1 2016.
  • 96 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2016.

Based on Gofen & Glossberg's 13F filing for Q2 2016, filed 13 Jul 2016.