MYCIO Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-8,382	Closed	-$401K	–	50
2019 Q4	$401K	Hold	8,382	–	–	0.03%	221
2019 Q3	$386K	Hold	8,382	–	–	0.03%	210
2019 Q2	$386K	Hold	8,382	–	–	0.03%	196
2019 Q1	$375K	Hold	8,382	–	–	0.03%	188
2018 Q4	$346K	Buy	+8,382	New	+$359K	0.03%	190

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MYCIO Wealth Partners's AOR Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2020, closing a stake of 8,382 shares — an estimated $401K sold.

MYCIO Wealth Partners first reported a position in AOR in Q4 2018 and held it in 5 quarters. The position peaked at $401K in Q4 2019. 200 funds tracked by Wall St. Rank hold AOR as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 8,382 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2020, an estimated $401K.
MYCIO Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 5 quarters.
MYCIO Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $401K in Q4 2019.
200 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.