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

Risk Paradigm 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
2018 Q4	$248K	Buy	6,940 +23	+0.3%	+$839	0.6%	39
2018 Q3	$262K	Sell	6,917 -180	-3%	-$6.79K	0.52%	42
2018 Q2	$266K	Hold	7,097	–	–	0.51%	41
2018 Q1	$268K	Hold	7,097	–	–	0.34%	75
2017 Q4	$270K	Sell	7,097 -100	-1%	-$3.83K	0.29%	85
2017 Q3	$273K	Sell	7,197 -5,789	-45%	-$217K	0.33%	78
2017 Q2	$484K	Sell	12,986 -262	-2%	-$9.67K	0.57%	53
2017 Q1	$482K	Sell	13,248 -930	-7%	-$33.4K	0.55%	58
2016 Q4	$499K	Sell	14,178 -2,904	-17%	-$103K	0.55%	64
2016 Q3	$616K	Buy	+17,082	New	+$612K	0.46%	58

Other funds holding AOM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Risk Paradigm Group's AOM Position: Q4 2018 in Review

Risk Paradigm Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.33% in Q4 2018, buying an estimated $839 and bringing the position to 6,940 shares worth $248K. The position accounts for 0.6% of the portfolio, ranked #39.

Risk Paradigm Group first reported a position in AOM in Q3 2016 and has held it in 10 quarters since. The position peaked at $616K in Q3 2016. 158 funds tracked by Wall St. Rank hold AOM as of Q4 2018.

Risk Paradigm Group held 6,940 shares of iShares Core Moderate Allocation ETF worth $248K as of Q4 2018.
Risk Paradigm Group bought 23 iShares Core Moderate Allocation ETF shares in Q4 2018, an estimated $839.
iShares Core Moderate Allocation ETF made up 0.6% of Risk Paradigm Group's portfolio in Q4 2018, its #39 holding.
Risk Paradigm Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and has held it in 10 quarters since.
Risk Paradigm Group's iShares Core Moderate Allocation ETF position peaked at $616K in Q3 2016.
158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.