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Mosaic Family Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-2,266
Closed -$99K – 914
2017
Q2 		$99K Hold
2,266
– – 0.04% 256
2017
Q1 		$96K Buy
+2,266
New +$94.4K 0.04% 260

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mosaic Family Wealth's AOR Position: Q3 2017 in Review

Mosaic Family Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2017, closing a stake of 2,266 shares — an estimated $99K sold.

Mosaic Family Wealth first reported a position in AOR in Q1 2017 and held it in 2 quarters. The position peaked at $99K in Q2 2017. 118 funds tracked by Wall St. Rank hold AOR as of Q3 2017.

  • Mosaic Family Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,266 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2017, an estimated $99K.
  • Mosaic Family Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $99K in Q2 2017.
  • 118 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.