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Fieldpoint Private Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fieldpoint Private Securities’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
-55
Closed -$2K – 698
2019
Q2 		$2K Hold
55
– – ﹤0.01% 701
2019
Q1 		$2K Hold
55
– – ﹤0.01% 369
2018
Q4 		$2K Buy
+55
New +$2.01K ﹤0.01% 375

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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

Fieldpoint Private Securities's AOM Position: Q3 2019 in Review

Fieldpoint Private Securities sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Fieldpoint Private Securities first reported a position in AOM in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

  • Fieldpoint Private Securities reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 55 iShares Core Moderate Allocation ETF shares in Q3 2019, an estimated $2K.
  • Fieldpoint Private Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 3 quarters.
  • Fieldpoint Private Securities's iShares Core Moderate Allocation ETF position peaked at $2K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on Fieldpoint Private Securities's 13F filing for Q3 2019, filed 7 Nov 2019.