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Private Vista’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Private Vista’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
2019
Q1 		– Sell
-7,293
Closed -$301K – 154
2018
Q4 		$301K Buy
+7,293
New +$312K 0.07% 120

Other funds holding AOR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Private Vista's AOR Position: Q1 2019 in Review

Private Vista sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2019, closing a stake of 7,293 shares — an estimated $301K sold.

Private Vista first reported a position in AOR in Q4 2018 and held it in 1 quarter. The position peaked at $301K in Q4 2018. 170 funds tracked by Wall St. Rank hold AOR as of Q1 2019.

  • Private Vista reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Private Vista sold 7,293 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2019, an estimated $301K.
  • Private Vista first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 1 quarter.
  • Private Vista's iShares Core 60/40 Balanced Allocation ETF position peaked at $301K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2019.

Based on Private Vista's 13F filing for Q1 2019, filed 8 May 2019.