Jacobi Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
MSA
RJFSA
Jacobi Capital Management's AOR Position: Q1 2018 in Review
Jacobi Capital Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2018, closing a stake of 279 shares — an estimated $13K sold.
Jacobi Capital Management first reported a position in AOR in Q3 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 148 funds tracked by Wall St. Rank hold AOR as of Q1 2018.
- Jacobi Capital Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2018 after selling out during the quarter.
- Jacobi Capital Management sold 279 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2018, an estimated $13K.
- Jacobi Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2017 and held it in 2 quarters.
- Jacobi Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $13K in Q4 2017.
- 148 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2018.
Based on Jacobi Capital Management's 13F filing for Q1 2018, filed 3 May 2018.