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Investment Centers of America’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-17,148
Closed -$1.64M – 310
2017
Q3 		$1.64M Buy
+17,148
New +$1.59M 0.12% 159

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Centers of America's MTUM Position: Q4 2017 in Review

Investment Centers of America sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2017, closing a stake of 17,148 shares — an estimated $1.64M sold.

Investment Centers of America first reported a position in MTUM in Q3 2017 and held it in 1 quarter. The position peaked at $1.64M in Q3 2017. 278 funds tracked by Wall St. Rank hold MTUM as of Q4 2017.

  • Investment Centers of America reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 17,148 iShares MSCI USA Momentum Factor ETF shares in Q4 2017, an estimated $1.64M.
  • Investment Centers of America first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and held it in 1 quarter.
  • Investment Centers of America's iShares MSCI USA Momentum Factor ETF position peaked at $1.64M in Q3 2017.
  • 278 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.