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

Landaas & 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
2017
Q4 		– Sell
-31
Closed -$1K – 341
2017
Q3 		$1K Buy
+31
New +$1.37K ﹤0.01% 326

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Landaas & Company's AOR Position: Q4 2017 in Review

Landaas & Company sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2017, closing a stake of 31 shares — an estimated $1K sold.

Landaas & Company first reported a position in AOR in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 137 funds tracked by Wall St. Rank hold AOR as of Q4 2017.

  • Landaas & Company reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • Landaas & Company sold 31 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2017, an estimated $1K.
  • Landaas & Company first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2017 and held it in 1 quarter.
  • Landaas & Company's iShares Core 60/40 Balanced Allocation ETF position peaked at $1K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2017.

Based on Landaas & Company's 13F filing for Q4 2017, filed 6 Feb 2018.