Ogorek Anthony Joseph’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ogorek Anthony Joseph’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 Q1	–	Sell	-8,374	Closed	-$344K	–	63
2016 Q4	$344K	Hold	8,374	–	–	0.3%	14
2016 Q3	$344K	Sell	8,374 -532	-6%	-$21.7K	0.3%	14
2016 Q2	$356K	Buy	8,906 +271	+3%	+$10.7K	0.32%	13
2016 Q1	$341K	Sell	8,635 -307	-3%	-$11.6K	0.28%	13
2015 Q4	$348K	Buy	8,942 +27	+0.3%	+$1.06K	0.29%	15
2015 Q3	$340K	Sell	8,915 -215	-2%	-$8.5K	0.28%	15
2015 Q2	$370K	Sell	9,130 -1,421	-13%	-$58.7K	0.28%	14
2015 Q1	$431K	Buy	10,551 +91	+0.9%	+$3.69K	0.3%	13
2014 Q4	$420K	Buy	+10,460	New	+$416K	0.31%	13

Other funds holding AOR

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ogorek Anthony Joseph's AOR Position: Q1 2017 in Review

Ogorek Anthony Joseph sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2017, closing a stake of 8,374 shares — an estimated $344K sold.

Ogorek Anthony Joseph first reported a position in AOR in Q4 2014 and held it in 9 quarters. The position peaked at $431K in Q1 2015. 115 funds tracked by Wall St. Rank hold AOR as of Q1 2017.

Ogorek Anthony Joseph reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2017 after selling out during the quarter.
Ogorek Anthony Joseph sold 8,374 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2017, an estimated $344K.
Ogorek Anthony Joseph first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and held it in 9 quarters.
Ogorek Anthony Joseph's iShares Core 60/40 Balanced Allocation ETF position peaked at $431K in Q1 2015.
115 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2017, filed 19 Apr 2017.