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Hefren-Tillotson’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Hefren-Tillotson’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
-1,119,854
Closed -$38.1M – 27
2015
Q4 		$38.1M Buy
+1,119,854
New +$38.6M 8.94% 5

Other funds holding AOM

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

Hefren-Tillotson's AOM Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2016, closing a stake of 1,119,854 shares — an estimated $38.1M sold.

Hefren-Tillotson first reported a position in AOM in Q4 2015 and held it in 1 quarter. The position peaked at $38.1M in Q4 2015. 67 funds tracked by Wall St. Rank hold AOM as of Q1 2016.

  • Hefren-Tillotson reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • Hefren-Tillotson sold 1,119,854 iShares Core Moderate Allocation ETF shares in Q1 2016, an estimated $38.1M.
  • Hefren-Tillotson first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 1 quarter.
  • Hefren-Tillotson's iShares Core Moderate Allocation ETF position peaked at $38.1M in Q4 2015.
  • 67 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.