Trust Company of Vermont’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Trust Company of Vermont’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	-1,462	Closed	-$56K	–	961
2017 Q4	$56K	Hold	1,462	–	–	0.01%	484
2017 Q3	$56K	Hold	1,462	–	–	0.01%	476
2017 Q2	$54K	Buy	+1,462	New	+$54K	0.01%	484

Other funds holding AOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Trust Company of Vermont's AOM Position: Q1 2018 in Review

Trust Company of Vermont sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2018, closing a stake of 1,462 shares — an estimated $56K sold.

Trust Company of Vermont first reported a position in AOM in Q2 2017 and held it in 3 quarters. The position peaked at $56K in Q4 2017. 131 funds tracked by Wall St. Rank hold AOM as of Q1 2018.

Trust Company of Vermont reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2018 after selling out during the quarter.
Trust Company of Vermont sold 1,462 iShares Core Moderate Allocation ETF shares in Q1 2018, an estimated $56K.
Trust Company of Vermont first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and held it in 3 quarters.
Trust Company of Vermont's iShares Core Moderate Allocation ETF position peaked at $56K in Q4 2017.
131 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2018.

Based on Trust Company of Vermont's 13F filing for Q1 2018, filed 18 May 2018.