American Economic Planning Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

American Economic Planning Group’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
2019 Q3	$8.4M	Buy	213,988 +96,270	+82%	+$3.75M	2.29%	8
2019 Q2	$4.59M	Buy	117,718 +26,448	+29%	+$1.01M	1.39%	8
2019 Q1	$3.47M	Sell	91,270 -1,663	-2%	-$61.7K	1.08%	9
2018 Q4	$3.32M	Sell	92,933 -22,350	-19%	-$815K	1.07%	12
2018 Q3	$4.37M	Sell	115,283 -1,763	-2%	-$66.5K	1.55%	8
2018 Q2	$4.39M	Buy	117,046 +39,927	+52%	+$1.5M	1.63%	9
2018 Q1	$2.91M	Buy	77,119 +8,899	+13%	+$339K	1.06%	10
2017 Q4	$2.6M	Buy	+68,220	New	+$2.61M	0.96%	9

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

American Economic Planning Group's AOM Position: Q3 2019 in Review

American Economic Planning Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 82% in Q3 2019, buying an estimated $3.75M and bringing the position to 213,988 shares worth $8.4M. The position accounts for 2.29% of the portfolio, ranked #8.

American Economic Planning Group first reported a position in AOM in Q4 2017 and has held it in 8 quarters since. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

American Economic Planning Group held 213,988 shares of iShares Core Moderate Allocation ETF worth $8.4M as of Q3 2019.
American Economic Planning Group bought 96,270 iShares Core Moderate Allocation ETF shares in Q3 2019, an estimated $3.75M.
iShares Core Moderate Allocation ETF made up 2.29% of American Economic Planning Group's portfolio in Q3 2019, its #8 holding.
American Economic Planning Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 8 quarters since.
154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.