Jackson Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Jackson Wealth 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
2018 Q2	–	Sell	-10,947	Closed	-$411K	–	89
2018 Q1	$411K	Buy	10,947 +401	+4%	+$15.3K	0.11%	89
2017 Q4	$405K	Buy	+10,546	New	+$404K	0.1%	90
2017 Q2	–	Sell	-18,816	Closed	-$682K	–	74
2017 Q1	$682K	Sell	18,816 -1,213	-6%	-$43.6K	0.25%	66
2016 Q4	$712K	Sell	20,029 -92	-0.5%	-$3.25K	0.28%	65
2016 Q3	$717K	Sell	20,121 -686	-3%	-$24.6K	0.27%	65
2016 Q2	$734K	Buy	20,807 +231	+1%	+$8.07K	0.27%	66
2016 Q1	$708K	Sell	20,576 -934	-4%	-$31.4K	0.27%	62
2015 Q4	$719K	Sell	21,510 -1,626	-7%	-$56.1K	0.28%	63
2015 Q3	$783K	Sell	23,136 -7,724	-25%	-$267K	0.28%	77
2015 Q2	$1.09M	Sell	30,860 -5,999	-16%	-$214K	0.37%	77
2015 Q1	$1.31M	Sell	36,859 -3,777	-9%	-$134K	0.42%	79
2014 Q4	$1.43M	Buy	+40,636	New	+$1.42M	0.47%	73

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jackson Wealth Management's AOM Position: Q2 2018 in Review

Jackson Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2018, closing a stake of 10,947 shares — an estimated $411K sold.

Jackson Wealth Management first reported a position in AOM in Q4 2014 and held it in 12 quarters. The position peaked at $1.43M in Q4 2014. 127 funds tracked by Wall St. Rank hold AOM as of Q2 2018.

Jackson Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2018 after selling out during the quarter.
Jackson Wealth Management sold 10,947 iShares Core Moderate Allocation ETF shares in Q2 2018, an estimated $411K.
Jackson Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 12 quarters.
Jackson Wealth Management's iShares Core Moderate Allocation ETF position peaked at $1.43M in Q4 2014.
127 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.