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Stuart Chaussee & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Stuart Chaussee & Associates’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
Q1 		– Sell
-791,238
Closed -$30.1M – 109
2017
Q4 		$30.1M Buy
791,238
+357,525
+82% +$13.7M 21.75% 2
2017
Q3 		$16.4M Buy
+433,713
New +$16.3M 12.22% 3

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stuart Chaussee & Associates's AOM Position: Q1 2018 in Review

Stuart Chaussee & Associates sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2018, closing a stake of 791,238 shares — an estimated $30.1M sold.

Stuart Chaussee & Associates first reported a position in AOM in Q3 2017 and held it in 2 quarters. The position peaked at $30.1M in Q4 2017. 131 funds tracked by Wall St. Rank hold AOM as of Q1 2018.

  • Stuart Chaussee & Associates reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 791,238 iShares Core Moderate Allocation ETF shares in Q1 2018, an estimated $30.1M.
  • Stuart Chaussee & Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and held it in 2 quarters.
  • Stuart Chaussee & Associates's iShares Core Moderate Allocation ETF position peaked at $30.1M in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2018, filed 19 Apr 2018.