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BW Gestao de Investimentos’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

BW Gestao de Investimentos’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
2019
Q4 		– Sell
-40,000
Closed -$4.77M – 111
2019
Q3 		$4.77M Buy
+40,000
New +$4.82M 1.8% 9

Other funds holding MTUM

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

BW Gestao de Investimentos's MTUM Position: Q4 2019 in Review

BW Gestao de Investimentos sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019, closing a stake of 40,000 shares — an estimated $4.77M sold.

BW Gestao de Investimentos first reported a position in MTUM in Q3 2019 and held it in 1 quarter. The position peaked at $4.77M in Q3 2019. 513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

  • BW Gestao de Investimentos reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • BW Gestao de Investimentos sold 40,000 iShares MSCI USA Momentum Factor ETF shares in Q4 2019, an estimated $4.77M.
  • BW Gestao de Investimentos first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
  • BW Gestao de Investimentos's iShares MSCI USA Momentum Factor ETF position peaked at $4.77M in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on BW Gestao de Investimentos's 13F filing for Q4 2019, filed 13 Jan 2020.