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Eagle Ridge Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Eagle Ridge Investment 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
2017
Q3 		– Sell
-6,600
Closed -$246K – 169
2017
Q2 		$246K Sell
6,600
-250
-4% -$9.23K 0.05% 114
2017
Q1 		$249K Sell
6,850
-350
-5% -$12.6K 0.05% 121
2016
Q4 		$254K Hold
7,200
– – 0.05% 120
2016
Q3 		$260K Buy
+7,200
New +$258K 0.06% 114

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $321M AUM 17.94% 1-Year Est. Return

Eagle Ridge Investment Management's AOM Position: Q3 2017 in Review

Eagle Ridge Investment Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2017, closing a stake of 6,600 shares — an estimated $246K sold.

Eagle Ridge Investment Management first reported a position in AOM in Q3 2016 and held it in 4 quarters. The position peaked at $260K in Q3 2016. 100 funds tracked by Wall St. Rank hold AOM as of Q3 2017.

  • Eagle Ridge Investment Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 6,600 iShares Core Moderate Allocation ETF shares in Q3 2017, an estimated $246K.
  • Eagle Ridge Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and held it in 4 quarters.
  • Eagle Ridge Investment Management's iShares Core Moderate Allocation ETF position peaked at $260K in Q3 2016.
  • 100 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.