Janus Henderson Group
MTUM icon

Janus Henderson Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Janus Henderson Group’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
Q3 		– Sell
-14,818
Closed -$1.32M – 1316
2017
Q2 		$1.32M Buy
+14,818
New +$1.28M ﹤0.01% 1171
2016
Q4 		– Sell
-17,497
Closed -$1.35M – 856
2016
Q3 		$1.35M Buy
+17,497
New +$1.36M 0.01% 569

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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 $173B AUM 20.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Janus Henderson Group's MTUM Position: Q3 2017 in Review

Janus Henderson Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2017, closing a stake of 14,818 shares — an estimated $1.32M sold.

Janus Henderson Group first reported a position in MTUM in Q3 2016 and held it in 2 quarters. The position peaked at $1.35M in Q3 2016. 200 funds tracked by Wall St. Rank hold MTUM as of Q3 2017.

  • Janus Henderson Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2017 after selling out during the quarter.
  • Janus Henderson Group sold 14,818 iShares MSCI USA Momentum Factor ETF shares in Q3 2017, an estimated $1.32M.
  • Janus Henderson Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2016 and held it in 2 quarters.
  • Janus Henderson Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.35M in Q3 2016.
  • 200 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2017.

Based on Janus Henderson Group's 13F filing for Q3 2017, filed 14 Nov 2017.