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Pathstone Family Office’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Pathstone Family Office’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
2014
Q1 		– Sell
-80
Closed -$3K – 189
2013
Q4 		$3K Hold
80
– – 0.01% 177
2013
Q3 		$3K Hold
80
– – 0.01% 245
2013
Q2 		$3K Buy
+80
New +$2.88K ﹤0.01% 304

Other funds holding AOR

PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office's AOR Position: Q1 2014 in Review

Pathstone Family Office sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2014, closing a stake of 80 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in AOR in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 41 funds tracked by Wall St. Rank hold AOR as of Q1 2014.

  • Pathstone Family Office reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2014 after selling out during the quarter.
  • Pathstone Family Office sold 80 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2014, an estimated $3K.
  • Pathstone Family Office first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and held it in 3 quarters.
  • Pathstone Family Office's iShares Core 60/40 Balanced Allocation ETF position peaked at $3K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2014.

Based on Pathstone Family Office's 13F filing for Q1 2014, filed 7 May 2014.