Patriot Financial Group Insurance Agency’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-1,062	Closed	-$40K	–	600
2018 Q1	$40K	Buy	1,062 +900	+556%	+$34.3K	0.03%	351
2017 Q4	$6K	Hold	162	–	–	﹤0.01%	680
2017 Q3	$6K	Hold	162	–	–	0.01%	655
2017 Q2	$6K	Buy	162 +1	+0.6%	+$37	0.01%	630
2017 Q1	$6K	Hold	161	–	–	0.01%	582
2016 Q4	$6K	Buy	+161	New	+$5.69K	0.01%	531

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AOM Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2018, closing a stake of 1,062 shares — an estimated $40K sold.

Patriot Financial Group Insurance Agency first reported a position in AOM in Q4 2016 and held it in 6 quarters. The position peaked at $40K in Q1 2018. 127 funds tracked by Wall St. Rank hold AOM as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,062 iShares Core Moderate Allocation ETF shares in Q2 2018, an estimated $40K.
Patriot Financial Group Insurance Agency first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares Core Moderate Allocation ETF position peaked at $40K in Q1 2018.
127 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.