MAA
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Managed Account Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Managed Account Advisors’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
Q2 		$84K Buy
2,385
+1,984
+495% +$70.9K ﹤0.01% 2613
2015
Q1 		$14K Sell
401
-407,900
-100% -$14.4M ﹤0.01% 2787
2014
Q4 		$14.4M Buy
+408,301
New +$14.3M 0.01% 865
2014
Q1 		– Sell
-13,318
Closed -$457K – 2601
2013
Q4 		$457K Buy
+13,318
New +$451K ﹤0.01% 2082

Other funds holding AOM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return