MDE Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MDE Group’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 Q1	$736K	Buy	20,648 +13,775	+200%	+$487K	0.19%	15
2014 Q4	$242K	Sell	6,873 -14,143	-67%	-$496K	0.06%	53
2014 Q3	$734K	Sell	21,016 -27,607	-57%	-$976K	0.18%	17
2014 Q2	$1.74M	Sell	48,623 -55,531	-53%	-$1.95M	0.4%	11
2014 Q1	$3.63M	Sell	104,154 -3,370	-3%	-$116K	0.73%	7
2013 Q4	$3.69M	Sell	107,524 -58,570	-35%	-$1.99M	0.62%	7
2013 Q3	$5.54M	Sell	166,094 -64,840	-28%	-$2.14M	0.89%	7
2013 Q2	$7.48M	Buy	+230,934	New	+$7.61M	1.2%	7

Other funds holding AOM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

ACM

Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MDE Group's AOM Position: Q1 2015 in Review

MDE Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 200% in Q1 2015, buying an estimated $487K and bringing the position to 20,648 shares worth $736K. The position accounts for 0.19% of the portfolio, ranked #15.

MDE Group first reported a position in AOM in Q2 2013 and has held it in 8 quarters since. The position peaked at $7.48M in Q2 2013. 55 funds tracked by Wall St. Rank hold AOM as of Q1 2015.

MDE Group held 20,648 shares of iShares Core Moderate Allocation ETF worth $736K as of Q1 2015.
MDE Group bought 13,775 iShares Core Moderate Allocation ETF shares in Q1 2015, an estimated $487K.
iShares Core Moderate Allocation ETF made up 0.19% of MDE Group's portfolio in Q1 2015, its #15 holding.
MDE Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 8 quarters since.
MDE Group's iShares Core Moderate Allocation ETF position peaked at $7.48M in Q2 2013.
55 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.