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Measured Wealth Private Client Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-300
Closed -$11K – 136
2018
Q3 		$11K Buy
+300
New +$11.3K 0.01% 601

Other funds holding AOM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Measured Wealth Private Client Group's AOM Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2018, closing a stake of 300 shares — an estimated $11K sold.

Measured Wealth Private Client Group first reported a position in AOM in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 158 funds tracked by Wall St. Rank hold AOM as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 300 iShares Core Moderate Allocation ETF shares in Q4 2018, an estimated $11K.
  • Measured Wealth Private Client Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Core Moderate Allocation ETF position peaked at $11K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.