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Pittenger & Anderson Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Pittenger & Anderson Inc’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
-1,331
Closed -$64K – 357
2019
Q4 		$64K Buy
+1,331
New +$62.3K ﹤0.01% 264

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pittenger & Anderson Inc's AOR Position: Q1 2020 in Review

Pittenger & Anderson Inc sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2020, closing a stake of 1,331 shares — an estimated $64K sold.

Pittenger & Anderson Inc first reported a position in AOR in Q4 2019 and held it in 1 quarter. The position peaked at $64K in Q4 2019. 200 funds tracked by Wall St. Rank hold AOR as of Q1 2020.

  • Pittenger & Anderson Inc reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 1,331 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2020, an estimated $64K.
  • Pittenger & Anderson Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Pittenger & Anderson Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $64K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2020.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2020, filed 30 Apr 2020.