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

Spruce 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
2013
Q3 		– Sell
-8,940
Closed -$317K – 21
2013
Q2 		$317K Buy
+8,940
New +$322K 0.39% 18

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

Spruce Investment Advisors's AOR Position: Q3 2013 in Review

Spruce Investment Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2013, closing a stake of 8,940 shares — an estimated $317K sold.

Spruce Investment Advisors first reported a position in AOR in Q2 2013 and held it in 1 quarter. The position peaked at $317K in Q2 2013. 37 funds tracked by Wall St. Rank hold AOR as of Q3 2013.

  • Spruce Investment Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2013 after selling out during the quarter.
  • Spruce Investment Advisors sold 8,940 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2013, an estimated $317K.
  • Spruce Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and held it in 1 quarter.
  • Spruce Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $317K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2013.

Based on Spruce Investment Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.