KHP Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$22K Buy
487
+37
+8% +$1.66K 0.01% 134
2018
Q2
$20K Buy
450
+357
+384% +$15.9K 0.01% 135
2018
Q1
$4K Buy
+93
New +$4.21K ﹤0.01% 163

Other funds holding AOR

KHP Capital's AOR Position: Q3 2018 in Review

KHP Capital increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.2% in Q3 2018, buying an estimated $1.66K and bringing the position to 487 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #134.

KHP Capital first reported a position in AOR in Q1 2018 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold AOR as of Q3 2018.

  • KHP Capital held 487 shares of iShares Core 60/40 Balanced Allocation ETF worth $22K as of Q3 2018.
  • KHP Capital bought 37 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2018, an estimated $1.66K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of KHP Capital's portfolio in Q3 2018, its #134 holding.
  • KHP Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.