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HHG & Company’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

HHG & Company’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 		$20.6M Buy
522,106
+175,805
+51% +$6.66M 5.72% 2
2015
Q4 		$13.5M Buy
346,301
+233,199
+206% +$9.18M 3.63% 3
2015
Q3 		$4.32M Buy
113,102
+51
+0% +$2.02K 1.31% 15
2015
Q2 		$4.58M Sell
113,051
-97,083
-46% -$4.01M 1.32% 16
2015
Q1 		$8.58M Sell
210,134
-253,188
-55% -$10.3M 2.26% 6
2014
Q4 		$18.6M Buy
+463,322
New +$18.4M 4.44% 3

Other funds holding AOR

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return