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

Burt Wealth 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
2018 Q2	–	Sell	-2,065	Closed	-$78K	–	366
2018 Q1	$78K	Buy	2,065 +650	+46%	+$24.8K	0.04%	147
2017 Q4	$54K	Hold	1,415	–	–	0.03%	173
2017 Q3	$54K	Hold	1,415	–	–	0.04%	167
2017 Q2	$52K	Buy	+1,415	New	+$52.2K	0.04%	178

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

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

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

DWM

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Burt Wealth Advisors's AOM Position: Q2 2018 in Review

Burt Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2018, closing a stake of 2,065 shares — an estimated $78K sold.

Burt Wealth Advisors first reported a position in AOM in Q2 2017 and held it in 4 quarters. The position peaked at $78K in Q1 2018. 127 funds tracked by Wall St. Rank hold AOM as of Q2 2018.

Burt Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 2,065 iShares Core Moderate Allocation ETF shares in Q2 2018, an estimated $78K.
Burt Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and held it in 4 quarters.
Burt Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $78K in Q1 2018.
127 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.