Placemark Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Placemark Investments’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	$326K	Buy	+9,265	New	+$325K	0.01%	1369

Other funds holding AOM

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

MAA

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

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

BIT

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

BTS

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

VKH

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

SWP

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

VFS

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

Placemark Investments's AOM Position: Q4 2014 in Review

Placemark Investments opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q4 2014: 9,265 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #1369 among its holdings.

55 funds tracked by Wall St. Rank hold AOM as of Q4 2014.

Placemark Investments held 9,265 shares of iShares Core Moderate Allocation ETF worth $326K as of Q4 2014.
iShares Core Moderate Allocation ETF was a new Placemark Investments position in Q4 2014.
iShares Core Moderate Allocation ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1369 holding.
55 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.