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

Doyle 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
2019
Q3 		– Sell
-10
Closed -$1K – 543
2019
Q2 		$1K Buy
+10
New +$1.15K ﹤0.01% 823
2019
Q1 		– Sell
-10
Closed -$1K – 528
2018
Q4 		$1K Buy
+10
New +$1.07K ﹤0.01% 833

Other funds holding MTUM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Doyle Wealth Management's MTUM Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in MTUM in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 471 funds tracked by Wall St. Rank hold MTUM as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 10 iShares MSCI USA Momentum Factor ETF shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1K in Q2 2019.
  • 471 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.