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Stancorp Investment Advisers’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$3K Hold
64
– – ﹤0.01% 579
2014
Q4 		$3K Buy
+64
New +$2.55K ﹤0.01% 573

Other funds holding AOR

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Stancorp Investment Advisers's AOR Position: Q1 2015 in Review

Stancorp Investment Advisers held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2015 at 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Stancorp Investment Advisers first reported a position in AOR in Q4 2014 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold AOR as of Q1 2015.

  • Stancorp Investment Advisers held 64 shares of iShares Core 60/40 Balanced Allocation ETF worth $3K as of Q1 2015.
  • Stancorp Investment Advisers left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2015.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #579 holding.
  • Stancorp Investment Advisers first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.