Good Harbor Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Good Harbor Financial’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
2015 Q3	$1.2M	Buy	+17,573	New	+$1.26M	0.13%	31

Other funds holding MTUM

ASRS

Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $643M AUM 24.12% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Good Harbor Financial's MTUM Position: Q3 2015 in Review

Good Harbor Financial opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2015: 17,573 shares worth $1.2M. The stake represents 0.13% of the portfolio and ranks #31 among its holdings.

74 funds tracked by Wall St. Rank hold MTUM as of Q3 2015.

Good Harbor Financial held 17,573 shares of iShares MSCI USA Momentum Factor ETF worth $1.2M as of Q3 2015.
iShares MSCI USA Momentum Factor ETF was a new Good Harbor Financial position in Q3 2015.
iShares MSCI USA Momentum Factor ETF made up 0.13% of Good Harbor Financial's portfolio in Q3 2015, its #31 holding.
74 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2015.

Based on Good Harbor Financial's 13F filing for Q3 2015, filed 13 Nov 2015.