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Enterprise Bank & Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Enterprise Bank & Trust’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
2020
Q1 		– Sell
-5,058
Closed -$203K – 84
2019
Q4 		$203K Sell
5,058
-491
-9% -$19.4K 0.09% 89
2019
Q3 		$218K Buy
5,549
+48
+0.9% +$1.87K 0.11% 80
2019
Q2 		$215K Sell
5,501
-201
-4% -$7.69K 0.11% 82
2019
Q1 		$217K Buy
+5,702
New +$212K 0.09% 95

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Enterprise Bank & Trust's AOM Position: Q1 2020 in Review

Enterprise Bank & Trust sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 5,058 shares — an estimated $203K sold.

Enterprise Bank & Trust first reported a position in AOM in Q1 2019 and held it in 4 quarters. The position peaked at $218K in Q3 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

  • Enterprise Bank & Trust reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Enterprise Bank & Trust sold 5,058 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $203K.
  • Enterprise Bank & Trust first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 4 quarters.
  • Enterprise Bank & Trust's iShares Core Moderate Allocation ETF position peaked at $218K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Enterprise Bank & Trust's 13F filing for Q1 2020, filed 7 Apr 2020.