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

SEI 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
2018 Q3	–	Sell	-280	Closed	-$11K	–	2532
2018 Q2	$11K	Buy	+280	New	+$10.5K	﹤0.01%	2960
2018 Q1	–	Sell	-1,411	Closed	-$54K	–	3454
2017 Q4	$54K	Buy	+1,411	New	+$54K	﹤0.01%	2325
2016 Q3	–	Sell	-1,070	Closed	-$38K	–	2827
2016 Q2	$38K	Buy	+1,070	New	+$37.4K	﹤0.01%	2009
2016 Q1	–	Sell	-135	Closed	-$5K	–	2500
2015 Q4	$5K	Buy	+135	New	+$4.66K	﹤0.01%	2289

Other funds holding AOM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

SEI Investments's AOM Position: Q3 2018 in Review

SEI Investments sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2018, closing a stake of 280 shares — an estimated $11K sold.

SEI Investments first reported a position in AOM in Q4 2015 and held it in 4 quarters. The position peaked at $54K in Q4 2017. 125 funds tracked by Wall St. Rank hold AOM as of Q3 2018.

SEI Investments reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 280 iShares Core Moderate Allocation ETF shares in Q3 2018, an estimated $11K.
SEI Investments first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 4 quarters.
SEI Investments's iShares Core Moderate Allocation ETF position peaked at $54K in Q4 2017.
125 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.