Gemmer Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gemmer Asset Management’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 Q4	–	Sell	-151	Closed	-$6K	–	1430
2020 Q3	$6K	Buy	151 +1	+0.7%	+$41	﹤0.01%	778
2020 Q2	$6K	Buy	150 +1	+0.7%	+$39	﹤0.01%	760
2020 Q1	$5K	Buy	149 +1	+0.7%	+$39	﹤0.01%	730
2019 Q4	$6K	Buy	148 +1	+0.7%	+$40	﹤0.01%	847
2019 Q3	$6K	Buy	147 +1	+0.7%	+$39	﹤0.01%	851
2019 Q2	$6K	Buy	+146	New	+$5.59K	﹤0.01%	852

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gemmer Asset Management's AOM Position: Q4 2020 in Review

Gemmer Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2020, closing a stake of 151 shares — an estimated $6K sold.

Gemmer Asset Management first reported a position in AOM in Q2 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2020. 227 funds tracked by Wall St. Rank hold AOM as of Q4 2020.

Gemmer Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2020 after selling out during the quarter.
Gemmer Asset Management sold 151 iShares Core Moderate Allocation ETF shares in Q4 2020, an estimated $6K.
Gemmer Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and held it in 6 quarters.
Gemmer Asset Management's iShares Core Moderate Allocation ETF position peaked at $6K in Q3 2020.
227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2020.

Based on Gemmer Asset Management's 13F filing for Q4 2020, filed 28 Jan 2021.