CCB
MTUM icon

Cutter & Co Brokerage’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-18,966
Closed -$1.96M – 266
2017
Q4 		$1.96M Buy
18,966
+2,685
+16% +$270K 0.8% 32
2017
Q3 		$1.56M Sell
16,281
-1,518
-9% -$140K 0.62% 45
2017
Q2 		$1.58M Buy
+17,799
New +$1.54M 0.62% 46

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutter & Co Brokerage's MTUM Position: Q1 2018 in Review

Cutter & Co Brokerage sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2018, closing a stake of 18,966 shares — an estimated $1.96M sold.

Cutter & Co Brokerage first reported a position in MTUM in Q2 2017 and held it in 3 quarters. The position peaked at $1.96M in Q4 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • Cutter & Co Brokerage reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Cutter & Co Brokerage sold 18,966 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $1.96M.
  • Cutter & Co Brokerage first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2017 and held it in 3 quarters.
  • Cutter & Co Brokerage's iShares MSCI USA Momentum Factor ETF position peaked at $1.96M in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

Based on Cutter & Co Brokerage's 13F filing for Q1 2018, filed 11 May 2018.