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BKS Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BKS 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
2017
Q4 		– Sell
-2,693
Closed -$102K – 213
2017
Q3 		$102K Buy
+2,693
New +$101K 0.04% 205

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKS Advisors's AOM Position: Q4 2017 in Review

BKS Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2017, closing a stake of 2,693 shares — an estimated $102K sold.

BKS Advisors first reported a position in AOM in Q3 2017 and held it in 1 quarter. The position peaked at $102K in Q3 2017. 125 funds tracked by Wall St. Rank hold AOM as of Q4 2017.

  • BKS Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • BKS Advisors sold 2,693 iShares Core Moderate Allocation ETF shares in Q4 2017, an estimated $102K.
  • BKS Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and held it in 1 quarter.
  • BKS Advisors's iShares Core Moderate Allocation ETF position peaked at $102K in Q3 2017.
  • 125 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2017.

Based on BKS Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.