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Investment House LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Investment House LLC’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
2016
Q3 		– Sell
-7,220
Closed -$552K – 185
2016
Q2 		$552K Buy
+7,220
New +$534K 0.09% 131

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment House LLC's MTUM Position: Q3 2016 in Review

Investment House LLC sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2016, closing a stake of 7,220 shares — an estimated $552K sold.

Investment House LLC first reported a position in MTUM in Q2 2016 and held it in 1 quarter. The position peaked at $552K in Q2 2016. 134 funds tracked by Wall St. Rank hold MTUM as of Q3 2016.

  • Investment House LLC reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Investment House LLC sold 7,220 iShares MSCI USA Momentum Factor ETF shares in Q3 2016, an estimated $552K.
  • Investment House LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2016 and held it in 1 quarter.
  • Investment House LLC's iShares MSCI USA Momentum Factor ETF position peaked at $552K in Q2 2016.
  • 134 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2016.

Based on Investment House LLC's 13F filing for Q3 2016, filed 10 Nov 2016.