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Allianz Life Insurance of North America’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Allianz Life Insurance of North America’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.19M Buy
18,362
+8,382
+84% +$964K 2.38% 10
2018
Q2 		$1.09M Buy
9,980
+2,118
+27% +$232K 1.29% 22
2018
Q1 		$833K Buy
7,862
+4,412
+128% +$481K 1.16% 20
2017
Q4 		$356K Sell
3,450
-420
-11% -$42.3K 0.78% 23
2017
Q3 		$370K Buy
+3,870
New +$358K 0.98% 23

Other funds holding MTUM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allianz Life Insurance of North America's MTUM Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 84% in Q3 2018, buying an estimated $964K and bringing the position to 18,362 shares worth $2.19M. The position accounts for 2.38% of the portfolio, ranked #10.

Allianz Life Insurance of North America first reported a position in MTUM in Q3 2017 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold MTUM as of Q3 2018.

  • Allianz Life Insurance of North America held 18,362 shares of iShares MSCI USA Momentum Factor ETF worth $2.19M as of Q3 2018.
  • Allianz Life Insurance of North America bought 8,382 iShares MSCI USA Momentum Factor ETF shares in Q3 2018, an estimated $964K.
  • iShares MSCI USA Momentum Factor ETF made up 2.38% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #10 holding.
  • Allianz Life Insurance of North America first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.