ICOA
AOM icon

Investment Centers of America’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-6,272
Closed -$238K – 23
2017
Q3 		$238K Sell
6,272
-4,226
-40% -$159K 0.02% 495
2017
Q2 		$391K Buy
10,498
+3,659
+54% +$135K 0.03% 389
2017
Q1 		$248K Buy
+6,839
New +$246K 0.02% 516

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Centers of America's AOM Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2017, closing a stake of 6,272 shares — an estimated $238K sold.

Investment Centers of America first reported a position in AOM in Q1 2017 and held it in 3 quarters. The position peaked at $391K in Q2 2017. 125 funds tracked by Wall St. Rank hold AOM as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 6,272 iShares Core Moderate Allocation ETF shares in Q4 2017, an estimated $238K.
  • Investment Centers of America first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and held it in 3 quarters.
  • Investment Centers of America's iShares Core Moderate Allocation ETF position peaked at $391K in Q2 2017.
  • 125 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.