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Homrich & Berg’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Homrich & Berg’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
2018
Q3 		– Sell
-44,770
Closed -$1.68M – 323
2018
Q2 		$1.68M Sell
44,770
-46,620
-51% -$1.75M 0.12% 71
2018
Q1 		$3.45M Sell
91,390
-7,510
-8% -$286K 0.24% 47
2017
Q4 		$3.76M Buy
+98,900
New +$3.79M 0.26% 40

Other funds holding AOM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Homrich & Berg's AOM Position: Q3 2018 in Review

Homrich & Berg sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2018, closing a stake of 44,770 shares — an estimated $1.68M sold.

Homrich & Berg first reported a position in AOM in Q4 2017 and held it in 3 quarters. The position peaked at $3.76M in Q4 2017. 126 funds tracked by Wall St. Rank hold AOM as of Q3 2018.

  • Homrich & Berg reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • Homrich & Berg sold 44,770 iShares Core Moderate Allocation ETF shares in Q3 2018, an estimated $1.68M.
  • Homrich & Berg first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 3 quarters.
  • Homrich & Berg's iShares Core Moderate Allocation ETF position peaked at $3.76M in Q4 2017.
  • 126 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2018.

Based on Homrich & Berg's 13F filing for Q3 2018, filed 13 Nov 2018.