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Highland Private Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Highland Private Wealth Management’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
-5,467
Closed -$579K – 135
2018
Q1 		$579K Buy
+5,467
New +$596K 0.36% 68

Other funds holding MTUM

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

Highland Private Wealth Management's MTUM Position: Q2 2018 in Review

Highland Private Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2018, closing a stake of 5,467 shares — an estimated $579K sold.

Highland Private Wealth Management first reported a position in MTUM in Q1 2018 and held it in 1 quarter. The position peaked at $579K in Q1 2018. 362 funds tracked by Wall St. Rank hold MTUM as of Q2 2018.

  • Highland Private Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 5,467 iShares MSCI USA Momentum Factor ETF shares in Q2 2018, an estimated $579K.
  • Highland Private Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $579K in Q1 2018.
  • 362 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.