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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return