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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
Shares
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
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$2.33B AUM
15.56%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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