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Transamerica Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-35,049
Closed -$1.22M – 408
2016
Q1 		$1.22M Buy
35,049
+6,962
+25% +$234K 0.1% 158
2015
Q4 		$957K Hold
28,087
– – 0.07% 172
2015
Q3 		$951K Buy
28,087
+4,673
+20% +$161K 0.08% 160
2015
Q2 		$826K Buy
23,414
+2,202
+10% +$78.7K 0.06% 192
2015
Q1 		$756K Buy
+21,212
New +$750K 0.05% 198

Other funds holding AOM

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
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