First Allied Advisory Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

First Allied Advisory Services’s Portfolio IMTM Stock Details IMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,503	Closed	-$225K	–	1162
2020 Q1	$225K	Buy	+8,503	New	+$254K	0.01%	886
2019 Q4	–	Sell	-2,420	Closed	-$71K	–	1393
2019 Q3	$71K	Buy	+2,420	New	+$71.1K	﹤0.01%	1294

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

First Allied Advisory Services's IMTM Position: Q2 2020 in Review

First Allied Advisory Services sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2020, closing a stake of 8,503 shares — an estimated $225K sold.

First Allied Advisory Services first reported a position in IMTM in Q3 2019 and held it in 2 quarters. The position peaked at $225K in Q1 2020. 54 funds tracked by Wall St. Rank hold IMTM as of Q2 2020.

First Allied Advisory Services reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
First Allied Advisory Services sold 8,503 iShares MSCI Intl Momentum Factor ETF shares in Q2 2020, an estimated $225K.
First Allied Advisory Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2019 and held it in 2 quarters.
First Allied Advisory Services's iShares MSCI Intl Momentum Factor ETF position peaked at $225K in Q1 2020.
54 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2020.

Based on First Allied Advisory Services's 13F filing for Q2 2020, filed 13 Aug 2020.