Ladenburg Thalmann Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$3.12M	Sell	80,226 -35,404	-31%	-$1.4M	0.02%	673
2019 Q3	$4.54M	Sell	115,630 -4,042	-3%	-$157K	0.03%	496
2019 Q2	$4.67M	Buy	119,672 +31,342	+35%	+$1.2M	0.03%	463
2019 Q1	$3.36M	Sell	88,330 -16,140	-15%	-$599K	0.03%	569
2018 Q4	$3.73M	Buy	104,470 +1,316	+1%	+$48K	0.03%	460
2018 Q3	$3.91M	Sell	103,154 -21,934	-18%	-$828K	0.03%	465
2018 Q2	$4.72M	Hold	125,088	–	–	0.04%	376
2018 Q1	$4.72M	Buy	125,088 +35,600	+40%	+$1.36M	0.04%	376
2017 Q4	$3.4M	Buy	89,488 +34,252	+62%	+$1.31M	0.03%	477
2017 Q3	$2.1M	Buy	55,236 +14,200	+35%	+$533K	0.02%	600
2017 Q2	$1.53M	Sell	41,036 -2,750	-6%	-$102K	0.02%	710
2017 Q1	$1.59M	Buy	43,786 +5,588	+15%	+$201K	0.02%	665
2016 Q4	$1.35M	Sell	38,198 -4,841	-11%	-$171K	0.02%	698
2016 Q3	$1.55M	Sell	43,039 -7,430	-15%	-$266K	0.02%	587
2016 Q2	$1.78M	Buy	50,469 +1,971	+4%	+$68.9K	0.03%	510
2016 Q1	$1.69M	Buy	48,498 +22,654	+88%	+$763K	0.03%	485
2015 Q4	$880K	Buy	25,844 +1,075	+4%	+$37.1K	0.02%	753
2015 Q3	$839K	Buy	24,769 +1,778	+8%	+$61.4K	0.02%	718
2015 Q2	$810K	Sell	22,991 -11,150	-33%	-$399K	0.02%	824
2015 Q1	$1.22M	Sell	34,141 -16,647	-33%	-$589K	0.02%	603
2014 Q4	$1.79M	Buy	50,788 +2,184	+4%	+$76.6K	0.04%	389
2014 Q3	$1.7M	Sell	48,604 -2,509	-5%	-$88.7K	0.05%	331
2014 Q2	$1.83M	Buy	51,113 +3,007	+6%	+$106K	0.05%	315
2014 Q1	$1.68M	Buy	48,106 +1,628	+4%	+$55.9K	0.05%	305
2013 Q4	$1.59M	Buy	46,478 +51	+0.1%	+$1.73K	0.05%	308
2013 Q3	$1.55M	Sell	46,427 -2,020	-4%	-$66.5K	0.05%	283
2013 Q2	$1.57M	Buy	+48,447	New	+$1.6M	0.06%	281

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

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

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AOM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 31% in Q4 2019, selling an estimated $1.4M and leaving 80,226 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #673.

Ladenburg Thalmann Financial Services first reported a position in AOM in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.72M in Q2 2018. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

Ladenburg Thalmann Financial Services held 80,226 shares of iShares Core Moderate Allocation ETF worth $3.12M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 35,404 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $1.4M.
iShares Core Moderate Allocation ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #673 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's iShares Core Moderate Allocation ETF position peaked at $4.72M in Q2 2018.
191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.