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

Financial Counselors Inc’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
-19,974
Closed -$647K – 398
2013
Q2 		$647K Buy
+19,974
New +$658K 0.05% 259

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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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 $38.8B AUM 21.88% 1-Year Est. Return

Financial Counselors Inc's AOM Position: Q3 2013 in Review

Financial Counselors Inc sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2013, closing a stake of 19,974 shares — an estimated $647K sold.

Financial Counselors Inc first reported a position in AOM in Q2 2013 and held it in 1 quarter. The position peaked at $647K in Q2 2013. 27 funds tracked by Wall St. Rank hold AOM as of Q3 2013.

  • Financial Counselors Inc reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2013 after selling out during the quarter.
  • Financial Counselors Inc sold 19,974 iShares Core Moderate Allocation ETF shares in Q3 2013, an estimated $647K.
  • Financial Counselors Inc first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 1 quarter.
  • Financial Counselors Inc's iShares Core Moderate Allocation ETF position peaked at $647K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2013.

Based on Financial Counselors Inc's 13F filing for Q3 2013, filed 1 Nov 2013.