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Partnervest Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-6,169
Closed -$220K – 185
2014
Q2 		$220K Buy
6,169
+2
+0% +$70 0.1% 143
2014
Q1 		$215K Sell
6,167
-1,910
-24% -$65.6K 0.1% 140
2013
Q4 		$277K Sell
8,077
-3,177
-28% -$108K 0.13% 120
2013
Q3 		$375K Buy
11,254
+67
+0.6% +$2.21K 0.19% 73
2013
Q2 		$362K Buy
+11,187
New +$369K 0.17% 63

Other funds holding AOM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Partnervest Advisory Services's AOM Position: Q3 2014 in Review

Partnervest Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2014, closing a stake of 6,169 shares — an estimated $220K sold.

Partnervest Advisory Services first reported a position in AOM in Q2 2013 and held it in 5 quarters. The position peaked at $375K in Q3 2013. 38 funds tracked by Wall St. Rank hold AOM as of Q3 2014.

  • Partnervest Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 6,169 iShares Core Moderate Allocation ETF shares in Q3 2014, an estimated $220K.
  • Partnervest Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's iShares Core Moderate Allocation ETF position peaked at $375K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.