Patten Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Patten 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
2019 Q1	–	Sell	-590	Closed	-$21K	–	211
2018 Q4	$21K	Sell	590 -45	-7%	-$1.64K	0.01%	366
2018 Q3	$24K	Hold	635	–	–	0.01%	400
2018 Q2	$24K	Hold	635	–	–	0.01%	384
2018 Q1	$24K	Hold	635	–	–	0.01%	387
2017 Q4	$24K	Buy	635 +245	+63%	+$9.38K	0.01%	411
2017 Q3	$15K	Buy	+390	New	+$14.6K	0.01%	441

Other funds holding AOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten Group's AOM Position: Q1 2019 in Review

Patten Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 590 shares — an estimated $21K sold.

Patten Group first reported a position in AOM in Q3 2017 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

Patten Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 590 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $21K.
Patten Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and held it in 6 quarters.
Patten Group's iShares Core Moderate Allocation ETF position peaked at $24K in Q3 2018.
152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.