TT
AOM icon

Tiedemann Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tiedemann Trust’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
Q2 		$40.1M Sell
1,135,320
-1,357
-0.1% -$47.4K 7.4% 4
2016
Q1 		$39.6M Sell
1,136,677
-193,755
-15% -$6.52M 6.08% 5
2015
Q4 		$45.3M Buy
+1,330,432
New +$45.9M 6.59% 3

Other funds holding AOM

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Tiedemann Trust's AOM Position: Q2 2016 in Review

Tiedemann Trust reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.12% in Q2 2016, selling an estimated $47.4K and leaving 1,135,320 shares worth $40.1M. The position accounts for 7.4% of the portfolio, ranked #4.

Tiedemann Trust first reported a position in AOM in Q4 2015 and has held it in 3 quarters since. The position peaked at $45.3M in Q4 2015. 81 funds tracked by Wall St. Rank hold AOM as of Q2 2016.

  • Tiedemann Trust held 1,135,320 shares of iShares Core Moderate Allocation ETF worth $40.1M as of Q2 2016.
  • Tiedemann Trust sold 1,357 iShares Core Moderate Allocation ETF shares in Q2 2016, an estimated $47.4K.
  • iShares Core Moderate Allocation ETF made up 7.4% of Tiedemann Trust's portfolio in Q2 2016, its #4 holding.
  • Tiedemann Trust first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 3 quarters since.
  • Tiedemann Trust's iShares Core Moderate Allocation ETF position peaked at $45.3M in Q4 2015.
  • 81 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.