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MassMutual Private Wealth & Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-300
Closed -$11.3K – 977
2018
Q2 		$11.3K Hold
300
– – ﹤0.01% 588
2018
Q1 		$11.3K Buy
+300
New +$11.4K ﹤0.01% 581

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

MassMutual Private Wealth & Trust's AOM Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2018, closing a stake of 300 shares — an estimated $11.3K sold.

MassMutual Private Wealth & Trust first reported a position in AOM in Q1 2018 and held it in 2 quarters. The position peaked at $11.3K in Q1 2018. 126 funds tracked by Wall St. Rank hold AOM as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 300 iShares Core Moderate Allocation ETF shares in Q3 2018, an estimated $11.3K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's iShares Core Moderate Allocation ETF position peaked at $11.3K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.