Corbenic Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Corbenic Partners’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
2017 Q4	$20K	Hold	522	–	–	0.03%	103
2017 Q3	$20K	Hold	522	–	–	0.03%	102
2017 Q2	$19K	Hold	522	–	–	0.03%	94
2017 Q1	$19K	Sell	522 -393	-43%	-$14.1K	0.02%	104
2016 Q4	$32K	Hold	915	–	–	0.03%	89
2016 Q3	$33K	Hold	915	–	–	0.04%	85
2016 Q2	$32K	Hold	915	–	–	0.03%	84
2016 Q1	$32K	Hold	915	–	–	0.03%	79
2015 Q4	$31K	Hold	915	–	–	0.03%	82
2015 Q3	$31K	Hold	915	–	–	0.03%	73
2015 Q2	$32K	Hold	915	–	–	0.03%	62
2015 Q1	$33K	Buy	915 +393	+75%	+$13.9K	0.03%	68
2014 Q4	$18K	Hold	522	–	–	0.01%	95
2014 Q3	$18K	Buy	+522	New	+$18.5K	0.01%	60

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corbenic Partners's AOM Position: Q4 2017 in Review

Corbenic Partners held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2017 at 522 shares worth $20K. The position accounts for 0.03% of the portfolio, ranked #103.

Corbenic Partners first reported a position in AOM in Q3 2014 and has held it in 14 quarters since. The position peaked at $33K in Q3 2016. 125 funds tracked by Wall St. Rank hold AOM as of Q4 2017.

Corbenic Partners held 522 shares of iShares Core Moderate Allocation ETF worth $20K as of Q4 2017.
Corbenic Partners left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2017.
iShares Core Moderate Allocation ETF made up 0.03% of Corbenic Partners's portfolio in Q4 2017, its #103 holding.
Corbenic Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2014 and has held it in 14 quarters since.
Corbenic Partners's iShares Core Moderate Allocation ETF position peaked at $33K in Q3 2016.
125 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2017.

Based on Corbenic Partners's 13F filing for Q4 2017, filed 25 Jan 2018.