SeaCrest Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-508	Closed	-$19K	–	587
2019 Q1	$19K	Hold	508	–	–	﹤0.01%	1298
2018 Q4	$18K	Hold	508	–	–	﹤0.01%	1268
2018 Q3	$19K	Hold	508	–	–	﹤0.01%	1387
2018 Q2	$19K	Buy	508 +46	+10%	+$1.73K	﹤0.01%	1372
2018 Q1	$17K	Sell	462 -15	-3%	-$571	﹤0.01%	1379
2017 Q4	$18K	Buy	+477	New	+$18.3K	﹤0.01%	1369

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SeaCrest Wealth Management's AOM Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2019, closing a stake of 508 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in AOM in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q1 2019. 159 funds tracked by Wall St. Rank hold AOM as of Q2 2019.

SeaCrest Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 508 iShares Core Moderate Allocation ETF shares in Q2 2019, an estimated $19K.
SeaCrest Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's iShares Core Moderate Allocation ETF position peaked at $19K in Q1 2019.
159 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.