Benjamin F. Edwards & Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Benjamin F. Edwards & Company’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	-14	Closed	-$1K	–	1861
2019 Q3	$1K	Sell	14 -100	-88%	-$3.9K	﹤0.01%	1784
2019 Q2	$4K	Hold	114	–	–	﹤0.01%	1653
2019 Q1	$4K	Hold	114	–	–	﹤0.01%	1517
2018 Q4	$4K	Hold	114	–	–	﹤0.01%	1495
2018 Q3	$4K	Sell	114 -165	-59%	-$6.22K	﹤0.01%	1435
2018 Q2	$10K	Hold	279	–	–	﹤0.01%	1257
2018 Q1	$11K	Buy	279 +14	+5%	+$533	﹤0.01%	1235
2017 Q4	$10K	Buy	265 +165	+165%	+$6.32K	﹤0.01%	1191
2017 Q3	$4K	Buy	+100	New	+$3.75K	﹤0.01%	1339

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Benjamin F. Edwards & Company's AOM Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2019, closing a stake of 14 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in AOM in Q3 2017 and held it in 9 quarters. The position peaked at $11K in Q1 2018. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

Benjamin F. Edwards & Company reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 14 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and held it in 9 quarters.
Benjamin F. Edwards & Company's iShares Core Moderate Allocation ETF position peaked at $11K in Q1 2018.
191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.