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

Tiedemann Wealth Management Holdings’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
2017
Q1 		– Sell
-21,781
Closed -$767K – 13
2016
Q4 		$767K Hold
21,781
– – 1.71% 12
2016
Q3 		$786K Buy
+21,781
New +$780K 1.95% 7

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Wealth Management Holdings's AOM Position: Q1 2017 in Review

Tiedemann Wealth Management Holdings sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2017, closing a stake of 21,781 shares — an estimated $767K sold.

Tiedemann Wealth Management Holdings first reported a position in AOM in Q3 2016 and held it in 2 quarters. The position peaked at $786K in Q3 2016. 88 funds tracked by Wall St. Rank hold AOM as of Q1 2017.

  • Tiedemann Wealth Management Holdings reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 21,781 iShares Core Moderate Allocation ETF shares in Q1 2017, an estimated $767K.
  • Tiedemann Wealth Management Holdings first reported a position in iShares Core Moderate Allocation ETF in Q3 2016 and held it in 2 quarters.
  • Tiedemann Wealth Management Holdings's iShares Core Moderate Allocation ETF position peaked at $786K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q1 2017, filed 8 May 2017.