Investors Capital Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-6,173
Closed -$217K 725
2015
Q2
$217K Sell
6,173
-44
-0.7% -$1.57K 0.04% 591
2015
Q1
$221K Sell
6,217
-52
-0.8% -$1.84K 0.04% 572
2014
Q4
$220K Buy
+6,269
New +$220K 0.04% 559

Other funds holding AOM

Investors Capital Advisory Services's AOM Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2015, closing a stake of 6,173 shares — an estimated $217K sold.

Investors Capital Advisory Services first reported a position in AOM in Q4 2014 and held it in 3 quarters. The position peaked at $221K in Q1 2015. 65 funds tracked by Wall St. Rank hold AOM as of Q3 2015.

  • Investors Capital Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 6,173 iShares Core Moderate Allocation ETF shares in Q3 2015, an estimated $217K.
  • Investors Capital Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 3 quarters.
  • Investors Capital Advisory Services's iShares Core Moderate Allocation ETF position peaked at $221K in Q1 2015.
  • 65 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.