New England Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

New England Securities’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
2014 Q4	$70K	Hold	2,000	–	–	0.02%	502
2014 Q3	$70K	Buy	2,000 +1,250	+167%	+$44.2K	0.02%	514
2014 Q2	$27K	Buy	750 +250	+50%	+$8.78K	0.01%	801
2014 Q1	$17K	Hold	500	–	–	0.01%	906
2013 Q4	$17K	Hold	500	–	–	0.01%	867
2013 Q3	$17K	Hold	500	–	–	0.01%	815
2013 Q2	$16K	Buy	+500	New	+$16.5K	0.01%	738

Other funds holding AOM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank of America

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

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

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return