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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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return