CHAM
MTUM icon

Clear Harbor Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-110
Closed -$16.2K – 580
2020
Q3 		$16.2K Buy
+110
New +$15.7K ﹤0.01% 526
2020
Q1 		– Sell
-110
Closed -$13.8K – 541
2019
Q4 		$13.8K Buy
+110
New +$13.3K ﹤0.01% 572

Other funds holding MTUM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Harbor Asset Management's MTUM Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 110 shares — an estimated $16.2K sold.

Clear Harbor Asset Management first reported a position in MTUM in Q4 2019 and held it in 2 quarters. The position peaked at $16.2K in Q3 2020. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 110 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $16.2K.
  • Clear Harbor Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $16.2K in Q3 2020.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.