BRF
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B. Riley Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

B. Riley Financial’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 		– Sell
-11,760
Closed -$1.32M – 263
2018
Q2 		$1.32M Buy
11,760
+1,593
+16% +$174K 0.35% 57
2018
Q1 		$1.08M Buy
10,167
+8,090
+390% +$882K 0.3% 83
2017
Q4 		$214K Buy
+2,077
New +$209K 0.06% 272

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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Financial's MTUM Position: Q3 2018 in Review

B. Riley Financial sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2018, closing a stake of 11,760 shares — an estimated $1.32M sold.

B. Riley Financial first reported a position in MTUM in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q2 2018. 373 funds tracked by Wall St. Rank hold MTUM as of Q3 2018.

  • B. Riley Financial reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 11,760 iShares MSCI USA Momentum Factor ETF shares in Q3 2018, an estimated $1.32M.
  • B. Riley Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 3 quarters.
  • B. Riley Financial's iShares MSCI USA Momentum Factor ETF position peaked at $1.32M in Q2 2018.
  • 373 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.