V Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

V Wealth 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
2017 Q4	–	Sell	-26,833	Closed	-$1.2M	–	206
2017 Q3	$1.2M	Buy	26,833 +234	+0.9%	+$10.3K	0.61%	46
2017 Q2	$1.16M	Buy	26,599 +16,016	+151%	+$691K	0.54%	51
2017 Q1	$445K	Sell	10,583 -48,102	-82%	-$2M	0.27%	99
2016 Q4	$2.38M	Buy	58,685 +8,341	+17%	+$337K	1.74%	4
2016 Q3	$2.07M	Buy	+50,344	New	+$2.05M	1.67%	8

Other funds holding AOR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's AOR Position: Q4 2017 in Review

V Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2017, closing a stake of 26,833 shares — an estimated $1.2M sold.

V Wealth Advisors first reported a position in AOR in Q3 2016 and held it in 5 quarters. The position peaked at $2.38M in Q4 2016. 137 funds tracked by Wall St. Rank hold AOR as of Q4 2017.

V Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2017 after selling out during the quarter.
V Wealth Advisors sold 26,833 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2017, an estimated $1.2M.
V Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2016 and held it in 5 quarters.
V Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.38M in Q4 2016.
137 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2017.

Based on V Wealth Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.