SFS
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Signator Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Signator Financial Services’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
2013
Q3 		$77K Hold
2,075
– – 0.08% 83
2013
Q2 		$74K Buy
+2,075
New +$74.7K 0.08% 80

Other funds holding AOR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Signator Financial Services's AOR Position: Q3 2013 in Review

Signator Financial Services held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2013 at 2,075 shares worth $77K. The position accounts for 0.08% of the portfolio, ranked #83.

Signator Financial Services first reported a position in AOR in Q2 2013 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold AOR as of Q3 2013.

  • Signator Financial Services held 2,075 shares of iShares Core 60/40 Balanced Allocation ETF worth $77K as of Q3 2013.
  • Signator Financial Services left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2013.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Signator Financial Services's portfolio in Q3 2013, its #83 holding.
  • Signator Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.