Drexel Morgan & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Drexel Morgan & Co’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	-5,695	Closed	-$679K	–	90
2019 Q3	$679K	Hold	5,695	–	–	0.52%	45
2019 Q2	$675K	Hold	5,695	–	–	0.52%	45
2019 Q1	$639K	Hold	5,695	–	–	0.57%	43
2018 Q4	$571K	Hold	5,695	–	–	0.57%	43
2018 Q3	$678K	Hold	5,695	–	–	0.6%	43
2018 Q2	$625K	Hold	5,695	–	–	0.63%	43
2018 Q1	$603K	Hold	5,695	–	–	0.63%	44
2017 Q4	$587K	Buy	+5,695	New	+$573K	0.57%	47

Other funds holding MTUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Drexel Morgan & Co's MTUM Position: Q4 2019 in Review

Drexel Morgan & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019, closing a stake of 5,695 shares — an estimated $679K sold.

Drexel Morgan & Co first reported a position in MTUM in Q4 2017 and held it in 8 quarters. The position peaked at $679K in Q3 2019. 513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

Drexel Morgan & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
Drexel Morgan & Co sold 5,695 iShares MSCI USA Momentum Factor ETF shares in Q4 2019, an estimated $679K.
Drexel Morgan & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 8 quarters.
Drexel Morgan & Co's iShares MSCI USA Momentum Factor ETF position peaked at $679K in Q3 2019.
513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on Drexel Morgan & Co's 13F filing for Q4 2019, filed 10 Feb 2020.