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First Capital Advisors Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

First Capital Advisors Group’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
Q2 		– Sell
-400
Closed -$42K – 551
2018
Q1 		$42K Buy
+400
New +$43.6K 0.02% 296

Other funds holding MTUM

Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Capital Advisors Group's MTUM Position: Q2 2018 in Review

First Capital Advisors Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2018, closing a stake of 400 shares — an estimated $42K sold.

First Capital Advisors Group first reported a position in MTUM in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 362 funds tracked by Wall St. Rank hold MTUM as of Q2 2018.

  • First Capital Advisors Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 400 iShares MSCI USA Momentum Factor ETF shares in Q2 2018, an estimated $42K.
  • First Capital Advisors Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's iShares MSCI USA Momentum Factor ETF position peaked at $42K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.