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

Doyle 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
2019 Q3	–	Sell	-185	Closed	-$7K	–	231
2019 Q2	$7K	Buy	+185	New	+$7.08K	﹤0.01%	682
2019 Q1	–	Sell	-183	Closed	-$7K	–	222
2018 Q4	$7K	Buy	+183	New	+$6.67K	﹤0.01%	674

Other funds holding AOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Doyle Wealth Management's AOM Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2019, closing a stake of 185 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in AOM in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

Doyle Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 185 iShares Core Moderate Allocation ETF shares in Q3 2019, an estimated $7K.
Doyle Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iShares Core Moderate Allocation ETF position peaked at $7K in Q2 2019.
154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.