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Virtue Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Virtue Capital Management’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
Q2 		– Sell
-112
Closed -$4K – 213
2018
Q1 		$4K Buy
+112
New +$4.27K ﹤0.01% 448

Other funds holding AOM

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Virtue Capital Management's AOM Position: Q2 2018 in Review

Virtue Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2018, closing a stake of 112 shares — an estimated $4K sold.

Virtue Capital Management first reported a position in AOM in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 127 funds tracked by Wall St. Rank hold AOM as of Q2 2018.

  • Virtue Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 112 iShares Core Moderate Allocation ETF shares in Q2 2018, an estimated $4K.
  • Virtue Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 1 quarter.
  • Virtue Capital Management's iShares Core Moderate Allocation ETF position peaked at $4K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.