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Dorsey Wright & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Dorsey Wright & Associates’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
2014
Q2 		– Sell
-9,067
Closed -$314K – 151
2014
Q1 		$314K Hold
9,067
– – 0.04% 101
2013
Q4 		$306K Sell
9,067
-263
-3% -$8.91K 0.04% 88
2013
Q3 		$311K Buy
+9,330
New +$307K 0.04% 85

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
ACM
Acertus Capital Management Morristown, New Jersey $371M AUM 15.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Dorsey Wright & Associates's AOM Position: Q2 2014 in Review

Dorsey Wright & Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2014, closing a stake of 9,067 shares — an estimated $314K sold.

Dorsey Wright & Associates first reported a position in AOM in Q3 2013 and held it in 3 quarters. The position peaked at $314K in Q1 2014. 36 funds tracked by Wall St. Rank hold AOM as of Q2 2014.

  • Dorsey Wright & Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2014 after selling out during the quarter.
  • Dorsey Wright & Associates sold 9,067 iShares Core Moderate Allocation ETF shares in Q2 2014, an estimated $314K.
  • Dorsey Wright & Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2013 and held it in 3 quarters.
  • Dorsey Wright & Associates's iShares Core Moderate Allocation ETF position peaked at $314K in Q1 2014.
  • 36 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2014.

Based on Dorsey Wright & Associates's 13F filing for Q2 2014, filed 29 Jul 2014.