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

WFG 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 Q4	–	Sell	-750	Closed	-$28K	–	2222
2013 Q3	$28K	Hold	750	–	–	﹤0.01%	1132
2013 Q2	$27K	Buy	+750	New	+$27K	﹤0.01%	1099

Other funds holding AOR

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

WFG Advisors's AOR Position: Q4 2013 in Review

WFG Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2013, closing a stake of 750 shares — an estimated $28K sold.

WFG Advisors first reported a position in AOR in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q3 2013. 40 funds tracked by Wall St. Rank hold AOR as of Q4 2013.

WFG Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2013 after selling out during the quarter.
WFG Advisors sold 750 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2013, an estimated $28K.
WFG Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and held it in 2 quarters.
WFG Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $28K in Q3 2013.
40 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.