Fiera Capital (Canada)
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Fiera Capital (Canada)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fiera Capital (Canada)’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
2016
Q1 		– Sell
-7,975
Closed -$272K – 568
2015
Q4 		$272K Buy
+7,975
New +$275K ﹤0.01% 531

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TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiera Capital (Canada)'s AOM Position: Q1 2016 in Review

Fiera Capital (Canada) sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2016, closing a stake of 7,975 shares — an estimated $272K sold.

Fiera Capital (Canada) first reported a position in AOM in Q4 2015 and held it in 1 quarter. The position peaked at $272K in Q4 2015. 67 funds tracked by Wall St. Rank hold AOM as of Q1 2016.

  • Fiera Capital (Canada) reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Fiera Capital (Canada) sold 7,975 iShares Core Moderate Allocation ETF shares in Q1 2016, an estimated $272K.
  • Fiera Capital (Canada) first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Fiera Capital (Canada)'s iShares Core Moderate Allocation ETF position peaked at $272K in Q4 2015.
  • 67 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2016.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2016, filed 13 May 2016.