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Nations Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Nations Financial 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
2016
Q3 		– Sell
-7,495
Closed -$300K – 160
2016
Q2 		$300K Sell
7,495
-4,743
-39% -$188K 0.31% 100
2016
Q1 		$483K Sell
12,238
-3,108
-20% -$118K 0.56% 57
2015
Q4 		$597K Buy
+15,346
New +$604K 0.78% 47

Other funds holding AOR

SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nations Financial Group's AOR Position: Q3 2016 in Review

Nations Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2016, closing a stake of 7,495 shares — an estimated $300K sold.

Nations Financial Group first reported a position in AOR in Q4 2015 and held it in 3 quarters. The position peaked at $597K in Q4 2015. 97 funds tracked by Wall St. Rank hold AOR as of Q3 2016.

  • Nations Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2016 after selling out during the quarter.
  • Nations Financial Group sold 7,495 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2016, an estimated $300K.
  • Nations Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and held it in 3 quarters.
  • Nations Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $597K in Q4 2015.
  • 97 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2016.

Based on Nations Financial Group's 13F filing for Q3 2016, filed 14 Nov 2016.