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Midwest Professional Planners Ltd (MPPL)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q3 		– Sell
-322
Closed -$35K – 220
2018
Q2 		$35K Buy
322
+145
+82% +$15.9K 0.03% 162
2018
Q1 		$19K Buy
177
+101
+133% +$11K 0.02% 190
2017
Q4 		$8K Buy
+76
New +$7.65K 0.01% 254

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UBS Group
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Midwest Professional Planners Ltd (MPPL)'s MTUM Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2018, closing a stake of 322 shares — an estimated $35K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in MTUM in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q2 2018. 373 funds tracked by Wall St. Rank hold MTUM as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 322 iShares MSCI USA Momentum Factor ETF shares in Q3 2018, an estimated $35K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares MSCI USA Momentum Factor ETF position peaked at $35K in Q2 2018.
  • 373 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.