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KHP Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

KHP Capital’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 		$21K Sell
558
-546
-49% -$20.6K 0.01% 136
2018
Q2 		$41K Buy
1,104
+558
+102% +$21K 0.03% 120
2018
Q1 		$21K Buy
+546
New +$20.8K 0.01% 131

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 $321M AUM 17.94% 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

KHP Capital's AOM Position: Q3 2018 in Review

KHP Capital reduced its iShares Core Moderate Allocation ETF (AOM) stake by 49% in Q3 2018, selling an estimated $20.6K and leaving 558 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #136.

KHP Capital first reported a position in AOM in Q1 2018 and has held it in 3 quarters since. The position peaked at $41K in Q2 2018. 126 funds tracked by Wall St. Rank hold AOM as of Q3 2018.

  • KHP Capital held 558 shares of iShares Core Moderate Allocation ETF worth $21K as of Q3 2018.
  • KHP Capital sold 546 iShares Core Moderate Allocation ETF shares in Q3 2018, an estimated $20.6K.
  • iShares Core Moderate Allocation ETF made up 0.01% of KHP Capital's portfolio in Q3 2018, its #136 holding.
  • KHP Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's iShares Core Moderate Allocation ETF position peaked at $41K in Q2 2018.
  • 126 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.