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

Ruggie Capital 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
2016
Q3 		– Sell
-4,752
Closed -$168K – 183
2016
Q2 		$168K Sell
4,752
-745
-14% -$26K 0.15% 61
2016
Q1 		$191K Buy
+5,497
New +$185K 0.19% 44

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ruggie Capital Group's AOM Position: Q3 2016 in Review

Ruggie Capital Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2016, closing a stake of 4,752 shares — an estimated $168K sold.

Ruggie Capital Group first reported a position in AOM in Q1 2016 and held it in 2 quarters. The position peaked at $191K in Q1 2016. 77 funds tracked by Wall St. Rank hold AOM as of Q3 2016.

  • Ruggie Capital Group reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2016 after selling out during the quarter.
  • Ruggie Capital Group sold 4,752 iShares Core Moderate Allocation ETF shares in Q3 2016, an estimated $168K.
  • Ruggie Capital Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2016 and held it in 2 quarters.
  • Ruggie Capital Group's iShares Core Moderate Allocation ETF position peaked at $191K in Q1 2016.
  • 77 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2016.

Based on Ruggie Capital Group's 13F filing for Q3 2016, filed 10 Nov 2016.