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New England Investment & Retirement Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

New England Investment & Retirement 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
2016
Q1 		– Sell
-21,936
Closed -$747K – 54
2015
Q4 		$747K Buy
+21,936
New +$757K 0.39% 51

Other funds holding AOM

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Investment & Retirement Group's AOM Position: Q1 2016 in Review

New England Investment & Retirement Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2016, closing a stake of 21,936 shares — an estimated $747K sold.

New England Investment & Retirement Group first reported a position in AOM in Q4 2015 and held it in 1 quarter. The position peaked at $747K in Q4 2015. 67 funds tracked by Wall St. Rank hold AOM as of Q1 2016.

  • New England Investment & Retirement Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2016 after selling out during the quarter.
  • New England Investment & Retirement Group sold 21,936 iShares Core Moderate Allocation ETF shares in Q1 2016, an estimated $747K.
  • New England Investment & Retirement Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Core Moderate Allocation ETF position peaked at $747K in Q4 2015.
  • 67 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2016.

Based on New England Investment & Retirement Group's 13F filing for Q1 2016, filed 14 Apr 2016.