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Calton & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Calton & Associates’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
Q1 		– Sell
-4,096
Closed -$159K – 383
2017
Q4 		$159K Buy
+4,096
New +$157K 0.04% 386

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Calton & Associates's AOM Position: Q1 2018 in Review

Calton & Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2018, closing a stake of 4,096 shares — an estimated $159K sold.

Calton & Associates first reported a position in AOM in Q4 2017 and held it in 1 quarter. The position peaked at $159K in Q4 2017. 131 funds tracked by Wall St. Rank hold AOM as of Q1 2018.

  • Calton & Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 4,096 iShares Core Moderate Allocation ETF shares in Q1 2018, an estimated $159K.
  • Calton & Associates first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Core Moderate Allocation ETF position peaked at $159K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.