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Live Your Vision’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Live Your Vision’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
-110
Closed -$4K – 81
2015
Q3 		$4K Buy
+110
New +$3.8K ﹤0.01% 247

Other funds holding AOM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 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 $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Live Your Vision's AOM Position: Q4 2015 in Review

Live Your Vision sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2015, closing a stake of 110 shares — an estimated $4K sold.

Live Your Vision first reported a position in AOM in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 69 funds tracked by Wall St. Rank hold AOM as of Q4 2015.

  • Live Your Vision reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2015 after selling out during the quarter.
  • Live Your Vision sold 110 iShares Core Moderate Allocation ETF shares in Q4 2015, an estimated $4K.
  • Live Your Vision first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and held it in 1 quarter.
  • Live Your Vision's iShares Core Moderate Allocation ETF position peaked at $4K in Q3 2015.
  • 69 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.