VSR Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

VSR Financial Services’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	$6.57M	Buy	186,148 +20,933	+13%	+$731K	1.08%	8
2016 Q1	$5.75M	Buy	165,215 +6,266	+4%	+$211K	0.6%	35
2015 Q4	$5.41M	Buy	158,949 +6,315	+4%	+$218K	0.58%	41
2015 Q3	$5.17M	Buy	152,634 +20,057	+15%	+$692K	0.59%	40
2015 Q2	$4.67M	Buy	132,577 +24,394	+23%	+$872K	0.5%	44
2015 Q1	$3.86M	Buy	108,183 +47,105	+77%	+$1.67M	0.41%	57
2014 Q4	$2.15M	Buy	61,078 +35,556	+139%	+$1.25M	0.24%	105
2014 Q3	$891K	Buy	25,522 +6,984	+38%	+$247K	0.11%	214
2014 Q2	$662K	Buy	18,538 +5,359	+41%	+$188K	0.08%	277
2014 Q1	$459K	Buy	13,179 +6,052	+85%	+$208K	0.06%	344
2013 Q4	$245K	Buy	+7,127	New	+$242K	0.04%	468

Other funds holding AOM

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return

VSR Financial Services's AOM Position: Q2 2016 in Review

VSR Financial Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 13% in Q2 2016, buying an estimated $731K and bringing the position to 186,148 shares worth $6.57M. The position accounts for 1.08% of the portfolio, ranked #8.

VSR Financial Services first reported a position in AOM in Q4 2013 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold AOM as of Q2 2016.

VSR Financial Services held 186,148 shares of iShares Core Moderate Allocation ETF worth $6.57M as of Q2 2016.
VSR Financial Services bought 20,933 iShares Core Moderate Allocation ETF shares in Q2 2016, an estimated $731K.
iShares Core Moderate Allocation ETF made up 1.08% of VSR Financial Services's portfolio in Q2 2016, its #8 holding.
VSR Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and has held it in 11 quarters since.
81 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.