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B. Riley Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

B. Riley Wealth Advisors’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
2014
Q3 		– Sell
-183
Closed -$6.54K – 719
2014
Q2 		$6.54K Buy
+183
New +$6.42K ﹤0.01% 1958

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

B. Riley Wealth Advisors's AOM Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2014, closing a stake of 183 shares — an estimated $6.54K sold.

B. Riley Wealth Advisors first reported a position in AOM in Q2 2014 and held it in 1 quarter. The position peaked at $6.54K in Q2 2014. 38 funds tracked by Wall St. Rank hold AOM as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 183 iShares Core Moderate Allocation ETF shares in Q3 2014, an estimated $6.54K.
  • B. Riley Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $6.54K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.