Gupta Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gupta Wealth 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
2016 Q1	$12K	Hold	310	–	–	﹤0.01%	822
2015 Q4	$12K	Hold	310	–	–	﹤0.01%	829
2015 Q3	$12K	Hold	310	–	–	﹤0.01%	860
2015 Q2	$13K	Hold	310	–	–	﹤0.01%	835
2015 Q1	$13K	Buy	+310	New	+$12.6K	﹤0.01%	700

Other funds holding AOR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HHG & Company Darien, Connecticut $360M AUM 2.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's AOR Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2016 at 310 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Gupta Wealth Management first reported a position in AOR in Q1 2015 and has held it in 5 quarters since. The position peaked at $13K in Q2 2015. 88 funds tracked by Wall St. Rank hold AOR as of Q1 2016.

Gupta Wealth Management held 310 shares of iShares Core 60/40 Balanced Allocation ETF worth $12K as of Q1 2016.
Gupta Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2016.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #822 holding.
Gupta Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $13K in Q2 2015.
88 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.