Red Cedar Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Red Cedar Investment Management’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	-15,986	Closed	-$765K	–	33
2019 Q4	$765K	Hold	15,986	–	–	0.2%	21
2019 Q3	$736K	Hold	15,986	–	–	0.23%	21
2019 Q2	$736K	Hold	15,986	–	–	0.27%	19
2019 Q1	$723K	Hold	15,986	–	–	0.25%	23
2018 Q4	$660K	Hold	15,986	–	–	0.23%	24
2018 Q3	$721K	Buy	+15,986	New	+$716K	0.21%	24

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Red Cedar Investment Management's AOR Position: Q1 2020 in Review

Red Cedar Investment Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2020, closing a stake of 15,986 shares — an estimated $765K sold.

Red Cedar Investment Management first reported a position in AOR in Q3 2018 and held it in 6 quarters. The position peaked at $765K in Q4 2019. 200 funds tracked by Wall St. Rank hold AOR as of Q1 2020.

Red Cedar Investment Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2020 after selling out during the quarter.
Red Cedar Investment Management sold 15,986 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2020, an estimated $765K.
Red Cedar Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and held it in 6 quarters.
Red Cedar Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $765K in Q4 2019.
200 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2020.

Based on Red Cedar Investment Management's 13F filing for Q1 2020, filed 8 May 2020.