BB&T Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BB&T Securities’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 Q1	–	Sell	-238,372	Closed	-$8.51M	–	1609
2018 Q4	$8.51M	Buy	+238,372	New	+$8.69M	0.09%	271
2015 Q1	–	Sell	-12,862	Closed	-$4.52M	–	1095
2014 Q4	$4.52M	Buy	+12,862	New	+$451K	0.01%	734

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

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

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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

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

BB&T Securities's AOM Position: Q1 2019 in Review

BB&T Securities sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 238,372 shares — an estimated $8.51M sold.

BB&T Securities first reported a position in AOM in Q4 2014 and held it in 2 quarters. The position peaked at $8.51M in Q4 2018. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

BB&T Securities reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
BB&T Securities sold 238,372 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $8.51M.
BB&T Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 2 quarters.
BB&T Securities's iShares Core Moderate Allocation ETF position peaked at $8.51M in Q4 2018.
152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on BB&T Securities's 13F filing for Q1 2019, filed 14 May 2019.