Hefty Wealth Partners
IMTM icon

Hefty Wealth Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$7K Sell
225
-27,200
-99% -$850K ﹤0.01% 195
2017
Q4 		$837K Buy
+27,425
New +$836K 0.52% 66
2016
Q4 		– Sell
-43
Closed -$1K – 244
2016
Q3 		$1K Buy
+43
New +$1.13K ﹤0.01% 235

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Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Hilltop Holdings
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Atlas Capital Advisors
Atlas Capital Advisors Jackson, Wyoming $914M AUM
Fortis Advisors
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hefty Wealth Partners's IMTM Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 99% in Q1 2018, selling an estimated $850K and leaving 225 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Hefty Wealth Partners first reported a position in IMTM in Q3 2016 and has held it in 3 quarters since. The position peaked at $837K in Q4 2017. 34 funds tracked by Wall St. Rank hold IMTM as of Q1 2018.

  • Hefty Wealth Partners held 225 shares of iShares MSCI Intl Momentum Factor ETF worth $7K as of Q1 2018.
  • Hefty Wealth Partners sold 27,200 iShares MSCI Intl Momentum Factor ETF shares in Q1 2018, an estimated $850K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #195 holding.
  • Hefty Wealth Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2016 and has held it in 3 quarters since.
  • Hefty Wealth Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $837K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.