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

Cornerstone 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
2018
Q4 		– Sell
-85,548
Closed -$2.26M – 369
2018
Q3 		$2.26M Buy
85,548
+14,224
+20% +$537K 0.03% 463
2018
Q2 		$1.9M Buy
+71,324
New +$2.68M 0.02% 566

Other funds holding AOM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Management's AOM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2018, closing a stake of 85,548 shares — an estimated $2.26M sold.

Cornerstone Wealth Management first reported a position in AOM in Q2 2018 and held it in 2 quarters. The position peaked at $2.26M in Q3 2018. 158 funds tracked by Wall St. Rank hold AOM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 85,548 iShares Core Moderate Allocation ETF shares in Q4 2018, an estimated $2.26M.
  • Cornerstone Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Core Moderate Allocation ETF position peaked at $2.26M in Q3 2018.
  • 158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.