APP
MTUM icon

Avantax Planning Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-48
Closed -$6K – 861
2018
Q3 		$6K Buy
+48
New +$5.52K ﹤0.01% 1041

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's MTUM Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 48 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in MTUM in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 48 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares MSCI USA Momentum Factor ETF position peaked at $6K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.