MOS
IMTM icon

MGO One Seven’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

MGO One Seven’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-300
Closed -$7K – 996
2018
Q4 		$7K Buy
+300
New +$8.23K ﹤0.01% 1255
2018
Q1 		$9K Hold
300
– – ﹤0.01% 1127
2017
Q4 		$9K Buy
+300
New +$9.14K ﹤0.01% 1119

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGO One Seven's IMTM Position: Q1 2019 in Review

MGO One Seven sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2019, closing a stake of 300 shares — an estimated $7K sold.

MGO One Seven first reported a position in IMTM in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q1 2018. 42 funds tracked by Wall St. Rank hold IMTM as of Q1 2019.

  • MGO One Seven reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 300 iShares MSCI Intl Momentum Factor ETF shares in Q1 2019, an estimated $7K.
  • MGO One Seven first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's iShares MSCI Intl Momentum Factor ETF position peaked at $9K in Q1 2018.
  • 42 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.