AIP
AOM icon

Ameritas Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ameritas Investment Partners’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
Q4 		– Sell
-145
Closed -$5K – 3010
2019
Q3 		$5K Sell
145
-25
-15% -$974 ﹤0.01% 2922
2019
Q2 		$6K Buy
170
+1
+0.6% +$38 ﹤0.01% 2910
2019
Q1 		$6K Buy
169
+8
+5% +$297 ﹤0.01% 2820
2018
Q4 		$5K Hold
161
– – ﹤0.01% 2848
2018
Q3 		$6K Buy
161
+1
+0.6% +$38 ﹤0.01% 2927
2018
Q2 		$5K Buy
160
+46
+40% +$1.73K ﹤0.01% 2935
2018
Q1 		$4K Buy
114
+90
+375% +$3.43K ﹤0.01% 2877
2017
Q4 		$1K Buy
+24
New +$919 ﹤0.01% 2945
2016
Q3 		– Sell
-231
Closed -$8K – 1230
2016
Q2 		$8K Sell
231
-73
-24% -$2.55K ﹤0.01% 1132
2016
Q1 		$10K Hold
304
– – ﹤0.01% 1124
2015
Q4 		$10K Hold
304
– – ﹤0.01% 1122
2015
Q3 		$10K Sell
304
-5
-2% -$173 ﹤0.01% 1075
2015
Q2 		$10K Sell
309
-35
-10% -$1.25K ﹤0.01% 1130
2015
Q1 		$12K Sell
344
-28
-8% -$991 ﹤0.01% 1162
2014
Q4 		$13K Buy
+372
New +$13K ﹤0.01% 1140

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ameritas Investment Partners's AOM Position: Q4 2019 in Review

Ameritas Investment Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2019, closing a stake of 145 shares — an estimated $5K sold.

Ameritas Investment Partners first reported a position in AOM in Q4 2014 and held it in 15 quarters. The position peaked at $13K in Q4 2014. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

  • Ameritas Investment Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Partners sold 145 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $5K.
  • Ameritas Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 15 quarters.
  • Ameritas Investment Partners's iShares Core Moderate Allocation ETF position peaked at $13K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Ameritas Investment Partners's 13F filing for Q4 2019, filed 13 Feb 2020.