Chesapeake Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Chesapeake Wealth Management’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 Q2	–	Sell	-5,580	Closed	-$212K	–	180
2019 Q1	$212K	Buy	+5,580	New	+$207K	0.09%	174
2018 Q4	–	Sell	-5,695	Closed	-$216K	–	181
2018 Q3	$216K	Hold	5,695	–	–	0.1%	181
2018 Q2	$214K	Buy	+5,695	New	+$214K	0.1%	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

Chesapeake Wealth Management's AOM Position: Q2 2019 in Review

Chesapeake Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2019, closing a stake of 5,580 shares — an estimated $212K sold.

Chesapeake Wealth Management first reported a position in AOM in Q2 2018 and held it in 3 quarters. The position peaked at $216K in Q3 2018. 159 funds tracked by Wall St. Rank hold AOM as of Q2 2019.

Chesapeake Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2019 after selling out during the quarter.
Chesapeake Wealth Management sold 5,580 iShares Core Moderate Allocation ETF shares in Q2 2019, an estimated $212K.
Chesapeake Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and held it in 3 quarters.
Chesapeake Wealth Management's iShares Core Moderate Allocation ETF position peaked at $216K in Q3 2018.
159 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2019.

Based on Chesapeake Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.