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Allred Capital Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Allred Capital Management’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,790
Closed -$87K – 397
2019
Q4 		$87K Buy
+2,790
New +$84.1K 0.05% 235
2019
Q2 		– Sell
-8,587
Closed -$247K – 185
2019
Q1 		$247K Sell
8,587
-1,848
-18% -$50.8K 0.14% 152
2018
Q4 		$267K Buy
+10,435
New +$286K 0.18% 134

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Allred Capital Management's IMTM Position: Q1 2020 in Review

Allred Capital Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2020, closing a stake of 2,790 shares — an estimated $87K sold.

Allred Capital Management first reported a position in IMTM in Q4 2018 and held it in 3 quarters. The position peaked at $267K in Q4 2018. 52 funds tracked by Wall St. Rank hold IMTM as of Q1 2020.

  • Allred Capital Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 2,790 iShares MSCI Intl Momentum Factor ETF shares in Q1 2020, an estimated $87K.
  • Allred Capital Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2018 and held it in 3 quarters.
  • Allred Capital Management's iShares MSCI Intl Momentum Factor ETF position peaked at $267K in Q4 2018.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.