SignatureFD’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SignatureFD’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
2020 Q3	–	Sell	-3,130	Closed	-$125K	–	2596
2020 Q2	$125K	Sell	3,130 -40	-1%	-$1.54K	0.01%	607
2020 Q1	$116K	Buy	3,170 +40	+1%	+$1.57K	0.01%	575
2019 Q4	$126K	Sell	3,130 -165	-5%	-$6.54K	0.01%	622
2019 Q3	$129K	Sell	3,295 -368	-10%	-$14.3K	0.01%	555
2019 Q2	$143K	Hold	3,663	–	–	0.01%	497
2019 Q1	$139K	Buy	3,663 +533	+17%	+$19.8K	0.01%	514
2018 Q4	$112K	Sell	3,130 -403	-11%	-$14.7K	0.01%	548
2018 Q3	$134K	Hold	3,533	–	–	0.01%	535
2018 Q2	$133K	Buy	3,533 +403	+13%	+$15.2K	0.01%	512
2018 Q1	$118K	Buy	+3,130	New	+$119K	0.01%	472

Other funds holding AOM

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

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD's AOM Position: Q3 2020 in Review

SignatureFD sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2020, closing a stake of 3,130 shares — an estimated $125K sold.

SignatureFD first reported a position in AOM in Q1 2018 and held it in 10 quarters. The position peaked at $143K in Q2 2019. 188 funds tracked by Wall St. Rank hold AOM as of Q3 2020.

SignatureFD reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2020 after selling out during the quarter.
SignatureFD sold 3,130 iShares Core Moderate Allocation ETF shares in Q3 2020, an estimated $125K.
SignatureFD first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 10 quarters.
SignatureFD's iShares Core Moderate Allocation ETF position peaked at $143K in Q2 2019.
188 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2020.

Based on SignatureFD's 13F filing for Q3 2020, filed 3 Nov 2020.