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V Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-29
Closed -$1K – 222
2017
Q2 		$1K Buy
+29
New +$1.07K ﹤0.01% 775

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
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

V Wealth Advisors's AOM Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2017, closing a stake of 29 shares — an estimated $1K sold.

V Wealth Advisors first reported a position in AOM in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 100 funds tracked by Wall St. Rank hold AOM as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 29 iShares Core Moderate Allocation ETF shares in Q3 2017, an estimated $1K.
  • V Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $1K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.