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Catamount Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Catamount Wealth Management’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
-1,335
Closed -$159K – 219
2018
Q3 		$159K Sell
1,335
-5
-0.4% -$575 0.08% 51
2018
Q2 		$153K Buy
+1,340
New +$147K 0.07% 47

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BlackRock
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PNC Financial Services Group
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
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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

Catamount Wealth Management's MTUM Position: Q4 2018 in Review

Catamount Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 1,335 shares — an estimated $159K sold.

Catamount Wealth Management first reported a position in MTUM in Q2 2018 and held it in 2 quarters. The position peaked at $159K in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • Catamount Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 1,335 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $159K.
  • Catamount Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and held it in 2 quarters.
  • Catamount Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $159K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.