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Windsor Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-131
Closed -$5K – 122
2015
Q3 		$5K Buy
+131
New +$5.18K ﹤0.01% 402

Other funds holding AOR

Bank of America
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Windsor Capital Management's AOR Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2015, closing a stake of 131 shares — an estimated $5K sold.

Windsor Capital Management first reported a position in AOR in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 81 funds tracked by Wall St. Rank hold AOR as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 131 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2015, an estimated $5K.
  • Windsor Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $5K in Q3 2015.
  • 81 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.