Wolverine Trading
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Wolverine Trading’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wolverine Trading’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
2019
Q2 		– Sell
-8,872
Closed -$397K – 4367
2019
Q1 		$397K Buy
+8,872
New +$386K ﹤0.01% 3029
2017
Q2 		– Sell
-12,064
Closed -$512K – 4227
2017
Q1 		$512K Buy
+12,064
New +$503K ﹤0.01% 2355

Other funds holding AOR

SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

Wolverine Trading's AOR Position: Q2 2019 in Review

Wolverine Trading sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2019, closing a stake of 8,872 shares — an estimated $397K sold.

Wolverine Trading first reported a position in AOR in Q1 2017 and held it in 2 quarters. The position peaked at $512K in Q1 2017. 171 funds tracked by Wall St. Rank hold AOR as of Q2 2019.

  • Wolverine Trading reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2019 after selling out during the quarter.
  • Wolverine Trading sold 8,872 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2019, an estimated $397K.
  • Wolverine Trading first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and held it in 2 quarters.
  • Wolverine Trading's iShares Core 60/40 Balanced Allocation ETF position peaked at $512K in Q1 2017.
  • 171 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2019.

Based on Wolverine Trading's 13F filing for Q2 2019, filed 20 Aug 2019.