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

Kingfisher 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
2015
Q4 		– Sell
-7,480
Closed -$253K – 283
2015
Q3 		$253K Buy
+7,480
New +$258K 0.16% 114

Other funds holding AOM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kingfisher Capital's AOM Position: Q4 2015 in Review

Kingfisher Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2015, closing a stake of 7,480 shares — an estimated $253K sold.

Kingfisher Capital first reported a position in AOM in Q3 2015 and held it in 1 quarter. The position peaked at $253K in Q3 2015. 69 funds tracked by Wall St. Rank hold AOM as of Q4 2015.

  • Kingfisher Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2015 after selling out during the quarter.
  • Kingfisher Capital sold 7,480 iShares Core Moderate Allocation ETF shares in Q4 2015, an estimated $253K.
  • Kingfisher Capital first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and held it in 1 quarter.
  • Kingfisher Capital's iShares Core Moderate Allocation ETF position peaked at $253K in Q3 2015.
  • 69 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2015.

Based on Kingfisher Capital's 13F filing for Q4 2015, filed 16 Feb 2016.