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

Wealthcare 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 Q4	–	Sell	-495	Closed	-$19K	–	189
2018 Q3	$19K	Hold	495	–	–	﹤0.01%	140
2018 Q2	$19K	Hold	495	–	–	﹤0.01%	127
2018 Q1	$19K	Hold	495	–	–	﹤0.01%	118
2017 Q4	$19K	Buy	+495	New	+$18.9K	﹤0.01%	117

Other funds holding AOM

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

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

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

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Capital Management's AOM Position: Q4 2018 in Review

Wealthcare Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2018, closing a stake of 495 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in AOM in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 158 funds tracked by Wall St. Rank hold AOM as of Q4 2018.

Wealthcare Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2018 after selling out during the quarter.
Wealthcare Capital Management sold 495 iShares Core Moderate Allocation ETF shares in Q4 2018, an estimated $19K.
Wealthcare Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 4 quarters.
Wealthcare Capital Management's iShares Core Moderate Allocation ETF position peaked at $19K in Q3 2018.
158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2018.

Based on Wealthcare Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.