Wolverine Trading
AOM icon

Wolverine Trading’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wolverine Trading’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
2019
Q3 		– Sell
-5,395
Closed -$211K – 4253
2019
Q2 		$211K Sell
5,395
-19,797
-79% -$757K ﹤0.01% 3657
2019
Q1 		$959K Buy
+25,192
New +$934K ﹤0.01% 2111
2017
Q2 		– Sell
-24,635
Closed -$897K – 4226
2017
Q1 		$897K Buy
24,635
+2,154
+10% +$77.3K ﹤0.01% 1811
2016
Q4 		$792K Buy
+22,481
New +$795K ﹤0.01% 2142

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Wolverine Trading's AOM Position: Q3 2019 in Review

Wolverine Trading sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2019, closing a stake of 5,395 shares — an estimated $211K sold.

Wolverine Trading first reported a position in AOM in Q4 2016 and held it in 4 quarters. The position peaked at $959K in Q1 2019. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

  • Wolverine Trading reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2019 after selling out during the quarter.
  • Wolverine Trading sold 5,395 iShares Core Moderate Allocation ETF shares in Q3 2019, an estimated $211K.
  • Wolverine Trading first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 4 quarters.
  • Wolverine Trading's iShares Core Moderate Allocation ETF position peaked at $959K in Q1 2019.
  • 154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on Wolverine Trading's 13F filing for Q3 2019, filed 14 Nov 2019.