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Windsor Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Windsor Financial Group’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 		– Sell
-5,000
Closed -$201K – 85
2014
Q4 		$201K Buy
+5,000
New +$199K 0.1% 79

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

Windsor Financial Group's AOR Position: Q1 2015 in Review

Windsor Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2015, closing a stake of 5,000 shares — an estimated $201K sold.

Windsor Financial Group first reported a position in AOR in Q4 2014 and held it in 1 quarter. The position peaked at $201K in Q4 2014. 67 funds tracked by Wall St. Rank hold AOR as of Q1 2015.

  • Windsor Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2015 after selling out during the quarter.
  • Windsor Financial Group sold 5,000 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2015, an estimated $201K.
  • Windsor Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and held it in 1 quarter.
  • Windsor Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $201K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2015.

Based on Windsor Financial Group's 13F filing for Q1 2015, filed 8 Apr 2015.