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UBS’s iShares Core Moderate Allocation ETF AOM Stock Holding History

UBS’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
2014
Q3 		$2.38M Sell
68,250
-2,440
-3% -$86.3K ﹤0.01% 2752
2014
Q2 		$2.52M Sell
70,690
-12,092
-15% -$424K ﹤0.01% 2654
2014
Q1 		$2.88M Buy
82,782
+27,257
+49% +$936K ﹤0.01% 2409
2013
Q4 		$1.91M Buy
55,525
+20,137
+57% +$683K ﹤0.01% 2847
2013
Q3 		$1.18M Buy
35,388
+12,320
+53% +$406K ﹤0.01% 3159
2013
Q2 		$747K Buy
+23,068
New +$760K ﹤0.01% 3641

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's AOM Position: Q3 2014 in Review

UBS reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.5% in Q3 2014, selling an estimated $86.3K and leaving 68,250 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

UBS first reported a position in AOM in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.88M in Q1 2014. 38 funds tracked by Wall St. Rank hold AOM as of Q3 2014.

  • UBS held 68,250 shares of iShares Core Moderate Allocation ETF worth $2.38M as of Q3 2014.
  • UBS sold 2,440 iShares Core Moderate Allocation ETF shares in Q3 2014, an estimated $86.3K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2752 holding.
  • UBS first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares Core Moderate Allocation ETF position peaked at $2.88M in Q1 2014.
  • 38 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.