Hochman Cole Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	–	Sell	-1,370	Closed	-$238K	–	132
2021 Q2	$238K	Buy	+1,370	New	+$232K	0.1%	114
2019 Q1	–	Sell	-2,401	Closed	-$241K	–	111
2018 Q4	$241K	Buy	2,401 +701	+41%	+$75K	0.17%	96
2018 Q3	$202K	Buy	+1,700	New	+$196K	0.13%	108

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Hochman Cole Investment Advisors's MTUM Position: Q3 2021 in Review

Hochman Cole Investment Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 1,370 shares — an estimated $238K sold.

Hochman Cole Investment Advisors first reported a position in MTUM in Q3 2018 and held it in 3 quarters. The position peaked at $241K in Q4 2018. 657 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

Hochman Cole Investment Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 1,370 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $238K.
Hochman Cole Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and held it in 3 quarters.
Hochman Cole Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $241K in Q4 2018.
657 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.