MPWT
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MassMutual Private Wealth & Trust’s Motley Fool 100 Index ETF TMFC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-106
Closed -$1.98K – 988
2018
Q4 		$1.98K Sell
106
-106
-50% -$2.14K ﹤0.01% 833
2018
Q3 		$4.69K Hold
212
– – ﹤0.01% 730
2018
Q2 		$4.27K Buy
+212
New +$4.18K ﹤0.01% 749

Other funds holding TMFC

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
BMM
Buffington Mohr McNeal Boise, Idaho $507M AUM 5.85% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

MassMutual Private Wealth & Trust's TMFC Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2019, closing a stake of 106 shares — an estimated $1.98K sold.

MassMutual Private Wealth & Trust first reported a position in TMFC in Q2 2018 and held it in 3 quarters. The position peaked at $4.69K in Q3 2018. 23 funds tracked by Wall St. Rank hold TMFC as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Motley Fool 100 Index ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 106 Motley Fool 100 Index ETF shares in Q1 2019, an estimated $1.98K.
  • MassMutual Private Wealth & Trust first reported a position in Motley Fool 100 Index ETF in Q2 2018 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Motley Fool 100 Index ETF position peaked at $4.69K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.