Investors Capital Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
Other funds holding MTUM
ASRS
USAA
BDF
WDL
FIG
Investors Capital Advisory Services's MTUM Position: Q2 2016 in Review
Investors Capital Advisory Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.2% in Q2 2016, selling an estimated $39.3K and leaving 5,212 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #337.
Investors Capital Advisory Services first reported a position in MTUM in Q3 2015 and has held it in 4 quarters since. The position peaked at $420K in Q4 2015. 119 funds tracked by Wall St. Rank hold MTUM as of Q2 2016.
- Investors Capital Advisory Services held 5,212 shares of iShares MSCI USA Momentum Factor ETF worth $398K as of Q2 2016.
- Investors Capital Advisory Services sold 531 iShares MSCI USA Momentum Factor ETF shares in Q2 2016, an estimated $39.3K.
- iShares MSCI USA Momentum Factor ETF made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #337 holding.
- Investors Capital Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2015 and has held it in 4 quarters since.
- Investors Capital Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $420K in Q4 2015.
- 119 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2016.
Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.