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Peachtree Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-285
Closed -$12K – 111
2015
Q2 		$12K Hold
285
– – 0.01% 249
2015
Q1 		$12K Buy
285
+100
+54% +$4.05K 0.01% 259
2014
Q4 		$7K Buy
185
+65
+54% +$2.59K ﹤0.01% 305
2014
Q3 		$5K Buy
+120
New +$4.81K ﹤0.01% 330

Other funds holding AOR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Peachtree Investment Advisors's AOR Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2015, closing a stake of 285 shares — an estimated $12K sold.

Peachtree Investment Advisors first reported a position in AOR in Q3 2014 and held it in 4 quarters. The position peaked at $12K in Q2 2015. 70 funds tracked by Wall St. Rank hold AOR as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 285 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2015, an estimated $12K.
  • Peachtree Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $12K in Q2 2015.
  • 70 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.