Manulife (Manufacturers Life Insurance)
MTUM icon

Manulife (Manufacturers Life Insurance)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018
Q4 		– Sell
-54,197
Closed -$6.45M – 2714
2018
Q3 		$6.45M Buy
54,197
+2,649
+5% +$305K 0.01% 1131
2018
Q2 		$5.66M Buy
51,548
+13,488
+35% +$1.48M 0.01% 1196
2018
Q1 		$4.03M Buy
38,060
+2,336
+7% +$255K ﹤0.01% 1300
2017
Q4 		$3.68M Buy
35,724
+8,559
+32% +$862K ﹤0.01% 1308
2017
Q3 		$2.6M Buy
27,165
+3,879
+17% +$359K ﹤0.01% 1360
2017
Q2 		$2.07M Buy
23,286
+22,477
+2,778% +$1.95M ﹤0.01% 1441
2017
Q1 		$67K Sell
809
-9,086
-92% -$727K ﹤0.01% 3293
2016
Q4 		$751K Buy
9,895
+9,726
+5,755% +$738K ﹤0.01% 1830
2016
Q3 		$13K Buy
169
+154
+1,027% +$12K ﹤0.01% 3638
2016
Q2 		$1K Buy
+15
New +$1.11K ﹤0.01% 4116

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s MTUM Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 54,197 shares — an estimated $6.45M sold.

Manulife (Manufacturers Life Insurance) first reported a position in MTUM in Q2 2016 and held it in 10 quarters. The position peaked at $6.45M in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 54,197 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $6.45M.
  • Manulife (Manufacturers Life Insurance) first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2016 and held it in 10 quarters.
  • Manulife (Manufacturers Life Insurance)'s iShares MSCI USA Momentum Factor ETF position peaked at $6.45M in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.