CS
AOM icon

Credit Suisse’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Credit Suisse’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
Q1 		– Sell
-67,003
Closed -$2.28M – 3963
2015
Q4 		$2.28M Sell
67,003
-10,142
-13% -$350K ﹤0.01% 2186
2015
Q3 		$2.61M Hold
77,145
– – ﹤0.01% 2059
2015
Q2 		$2.72M Buy
+77,145
New +$2.76M ﹤0.01% 2297

Other funds holding AOM

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return