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National Planning Corporation’s iShares Core Moderate Allocation ETF AOM Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-48,532
Closed -$1.84M – 76
2017
Q3 		$1.84M Sell
48,532
-1,066
-2% -$40K 0.15% 151
2017
Q2 		$1.84M Sell
49,598
-999
-2% -$36.9K 0.14% 169
2017
Q1 		$1.84M Buy
50,597
+44,683
+756% +$1.6M 0.14% 160
2016
Q4 		$210K Sell
5,914
-6,887
-54% -$244K 0.02% 614
2016
Q3 		$453K Sell
12,801
-522
-4% -$18.7K 0.04% 385
2016
Q2 		$474K Buy
13,323
+135
+1% +$4.72K 0.04% 388
2016
Q1 		$459K Sell
13,188
-2,563
-16% -$86.3K 0.04% 372
2015
Q4 		$522K Buy
15,751
+2,290
+17% +$79K 0.04% 396
2015
Q3 		$468K Buy
13,461
+119
+0.9% +$4.11K 0.04% 367
2015
Q2 		$468K Sell
13,342
-1,004
-7% -$35.9K 0.04% 375
2015
Q1 		$512K Sell
14,346
-2,868
-17% -$101K 0.05% 350
2014
Q4 		$601K Sell
17,214
-939
-5% -$32.9K 0.04% 352
2014
Q3 		$630K Sell
18,153
-126
-0.7% -$4.45K 0.05% 343
2014
Q2 		$653K Buy
18,279
+621
+4% +$21.8K 0.05% 335
2014
Q1 		$615K Buy
17,658
+6,658
+61% +$229K 0.05% 323
2013
Q4 		$378K Sell
11,000
-727
-6% -$24.6K 0.03% 456
2013
Q3 		$393K Buy
11,727
+846
+8% +$27.9K 0.04% 410
2013
Q2 		$351K Buy
+10,881
New +$358K 0.04% 351

Other funds holding AOM

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
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

National Planning Corporation's AOM Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2017, closing a stake of 48,532 shares — an estimated $1.84M sold.

National Planning Corporation first reported a position in AOM in Q2 2013 and held it in 18 quarters. The position peaked at $1.84M in Q3 2017. 125 funds tracked by Wall St. Rank hold AOM as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 48,532 iShares Core Moderate Allocation ETF shares in Q4 2017, an estimated $1.84M.
  • National Planning Corporation first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Core Moderate Allocation ETF position peaked at $1.84M in Q3 2017.
  • 125 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.