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

Concert 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
2016
Q4 		– Sell
-5,170
Closed -$188K – 507
2016
Q3 		$188K Buy
+5,170
New +$185K 0.02% 655

Other funds holding AOM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concert Wealth Management's AOM Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2016, closing a stake of 5,170 shares — an estimated $188K sold.

Concert Wealth Management first reported a position in AOM in Q3 2016 and held it in 1 quarter. The position peaked at $188K in Q3 2016. 88 funds tracked by Wall St. Rank hold AOM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,170 iShares Core Moderate Allocation ETF shares in Q4 2016, an estimated $188K.
  • Concert Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Core Moderate Allocation ETF position peaked at $188K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.