AIG
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American International Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

American International Group’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
2016
Q2 		– Sell
-45,198
Closed -$3.3M – 3915
2016
Q1 		$3.3M Sell
45,198
-2,022
-4% -$141K 0.01% 940
2015
Q4 		$3.46M Buy
47,220
+42,353
+870% +$3.08M 0.01% 911
2015
Q3 		$332K Buy
4,867
+2,581
+113% +$185K ﹤0.01% 2361
2015
Q2 		$163K Buy
2,286
+203
+10% +$14.5K ﹤0.01% 3192
2015
Q1 		$146K Buy
2,083
+453
+28% +$31.6K ﹤0.01% 3241
2014
Q4 		$111K Sell
1,630
-500
-23% -$33.2K ﹤0.01% 3502
2014
Q3 		$138K Hold
2,130
– – ﹤0.01% 3276
2014
Q2 		$135K Hold
2,130
– – ﹤0.01% 3348
2014
Q1 		$129K Buy
2,130
+1,800
+545% +$109K ﹤0.01% 3231
2013
Q4 		$19.8K Hold
330
– – ﹤0.01% 4127
2013
Q3 		$17.8K Hold
330
– – ﹤0.01% 4108
2013
Q2 		$17K Buy
+330
New +$17.2K ﹤0.01% 3983

Other funds holding MTUM

ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

American International Group's MTUM Position: Q2 2016 in Review

American International Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2016, closing a stake of 45,198 shares — an estimated $3.3M sold.

American International Group first reported a position in MTUM in Q2 2013 and held it in 12 quarters. The position peaked at $3.46M in Q4 2015. 119 funds tracked by Wall St. Rank hold MTUM as of Q2 2016.

  • American International Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2016 after selling out during the quarter.
  • American International Group sold 45,198 iShares MSCI USA Momentum Factor ETF shares in Q2 2016, an estimated $3.3M.
  • American International Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2013 and held it in 12 quarters.
  • American International Group's iShares MSCI USA Momentum Factor ETF position peaked at $3.46M in Q4 2015.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.