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Measured Wealth Private Client Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,280
Closed -$58K – 137
2018
Q3 		$58K Buy
+1,280
New +$57.3K 0.03% 316

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Measured Wealth Private Client Group's AOR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2018, closing a stake of 1,280 shares — an estimated $58K sold.

Measured Wealth Private Client Group first reported a position in AOR in Q3 2018 and held it in 1 quarter. The position peaked at $58K in Q3 2018. 169 funds tracked by Wall St. Rank hold AOR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,280 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2018, an estimated $58K.
  • Measured Wealth Private Client Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $58K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.