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Financial Advantage’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Financial Advantage’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
2013
Q3 		– Sell
-1,331
Closed -$43K – 216
2013
Q2 		$43K Buy
+1,331
New +$43.8K 0.04% 71

Other funds holding AOM

MG
MDE Group Morristown, New Jersey $389M AUM 6.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advantage's AOM Position: Q3 2013 in Review

Financial Advantage sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2013, closing a stake of 1,331 shares — an estimated $43K sold.

Financial Advantage first reported a position in AOM in Q2 2013 and held it in 1 quarter. The position peaked at $43K in Q2 2013. 27 funds tracked by Wall St. Rank hold AOM as of Q3 2013.

  • Financial Advantage reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2013 after selling out during the quarter.
  • Financial Advantage sold 1,331 iShares Core Moderate Allocation ETF shares in Q3 2013, an estimated $43K.
  • Financial Advantage first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 1 quarter.
  • Financial Advantage's iShares Core Moderate Allocation ETF position peaked at $43K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2013.

Based on Financial Advantage's 13F filing for Q3 2013, filed 5 Nov 2013.