Bridgeworth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-7,603	Closed	-$285K	–	160
2018 Q2	$285K	Sell	7,603 -466	-6%	-$17.5K	0.12%	102
2018 Q1	$303K	Buy	+8,069	New	+$307K	0.14%	105
2017 Q3	–	Sell	-9,282	Closed	-$342K	–	65
2017 Q2	$342K	Buy	9,282 +762	+9%	+$28.1K	0.18%	99
2017 Q1	$308K	Buy	8,520 +885	+12%	+$31.8K	0.16%	102
2016 Q4	$273K	Buy	+7,635	New	+$270K	0.15%	110

Other funds holding AOM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bridgeworth's AOM Position: Q3 2018 in Review

Bridgeworth sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2018, closing a stake of 7,603 shares — an estimated $285K sold.

Bridgeworth first reported a position in AOM in Q4 2016 and held it in 5 quarters. The position peaked at $342K in Q2 2017. 126 funds tracked by Wall St. Rank hold AOM as of Q3 2018.

Bridgeworth reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 7,603 iShares Core Moderate Allocation ETF shares in Q3 2018, an estimated $285K.
Bridgeworth first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 5 quarters.
Bridgeworth's iShares Core Moderate Allocation ETF position peaked at $342K in Q2 2017.
126 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.