Gyroscope Capital Management Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gyroscope Capital Management 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
2019 Q1	–	Sell	-11,835	Closed	-$1.19M	–	163
2018 Q4	$1.19M	Buy	11,835 +1,342	+13%	+$144K	0.45%	51
2018 Q3	$1.22M	Sell	10,493 -1,956	-16%	-$225K	0.5%	41
2018 Q2	$1.37M	Buy	12,449 +322	+3%	+$35.2K	0.61%	36
2018 Q1	$1.28M	Buy	12,127 +981	+9%	+$107K	0.61%	37
2017 Q4	$1.15M	Sell	11,146 -236	-2%	-$23.8K	0.53%	40
2017 Q3	$1.09M	Buy	+11,382	New	+$1.05M	0.55%	38

Other funds holding MTUM

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gyroscope Capital Management Group's MTUM Position: Q1 2019 in Review

Gyroscope Capital Management Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2019, closing a stake of 11,835 shares — an estimated $1.19M sold.

Gyroscope Capital Management Group first reported a position in MTUM in Q3 2017 and held it in 6 quarters. The position peaked at $1.37M in Q2 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q1 2019.

Gyroscope Capital Management Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
Gyroscope Capital Management Group sold 11,835 iShares MSCI USA Momentum Factor ETF shares in Q1 2019, an estimated $1.19M.
Gyroscope Capital Management Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and held it in 6 quarters.
Gyroscope Capital Management Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.37M in Q2 2018.
405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2019.

Based on Gyroscope Capital Management Group's 13F filing for Q1 2019, filed 22 Apr 2019.