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Allen Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Allen Investment Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-24,251
Closed -$844K – 219
2016
Q1 		$844K Buy
+24,251
New +$816K 0.07% 99

Other funds holding AOM

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allen Investment Management's AOM Position: Q2 2016 in Review

Allen Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2016, closing a stake of 24,251 shares — an estimated $844K sold.

Allen Investment Management first reported a position in AOM in Q1 2016 and held it in 1 quarter. The position peaked at $844K in Q1 2016. 81 funds tracked by Wall St. Rank hold AOM as of Q2 2016.

  • Allen Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2016 after selling out during the quarter.
  • Allen Investment Management sold 24,251 iShares Core Moderate Allocation ETF shares in Q2 2016, an estimated $844K.
  • Allen Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2016 and held it in 1 quarter.
  • Allen Investment Management's iShares Core Moderate Allocation ETF position peaked at $844K in Q1 2016.
  • 81 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2016.

Based on Allen Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.