DADC
AOM icon

D.A. Davidson & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-940
Closed -$35K – 1123
2017
Q2 		$35K Hold
940
– – ﹤0.01% 1649
2017
Q1 		$34K Hold
940
– – ﹤0.01% 1658
2016
Q4 		$33K Hold
940
– – ﹤0.01% 1752
2016
Q3 		$33K Buy
+940
New +$33.7K ﹤0.01% 1691

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

D.A. Davidson & Co's AOM Position: Q3 2017 in Review

D.A. Davidson & Co sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2017, closing a stake of 940 shares — an estimated $35K sold.

D.A. Davidson & Co first reported a position in AOM in Q3 2016 and held it in 4 quarters. The position peaked at $35K in Q2 2017. 100 funds tracked by Wall St. Rank hold AOM as of Q3 2017.

  • D.A. Davidson & Co reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 940 iShares Core Moderate Allocation ETF shares in Q3 2017, an estimated $35K.
  • D.A. Davidson & Co first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and held it in 4 quarters.
  • D.A. Davidson & Co's iShares Core Moderate Allocation ETF position peaked at $35K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.