Baird Financial Group
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Baird Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Baird Financial 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
2017
Q2 		– Sell
-6,000
Closed -$218K – 1220
2017
Q1 		$218K Sell
6,000
-2,480
-29% -$89K ﹤0.01% 1144
2016
Q4 		$299K Buy
+8,480
New +$300K ﹤0.01% 1049

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Baird Financial Group's AOM Position: Q2 2017 in Review

Baird Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2017, closing a stake of 6,000 shares — an estimated $218K sold.

Baird Financial Group first reported a position in AOM in Q4 2016 and held it in 2 quarters. The position peaked at $299K in Q4 2016. 96 funds tracked by Wall St. Rank hold AOM as of Q2 2017.

  • Baird Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2017 after selling out during the quarter.
  • Baird Financial Group sold 6,000 iShares Core Moderate Allocation ETF shares in Q2 2017, an estimated $218K.
  • Baird Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 2 quarters.
  • Baird Financial Group's iShares Core Moderate Allocation ETF position peaked at $299K in Q4 2016.
  • 96 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2017.

Based on Baird Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.