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Niemann Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Niemann Capital Management’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
Q2 		– Sell
-214,439
Closed -$22.7M – 21
2018
Q1 		$22.7M Sell
214,439
-2,770
-1% -$302K 14.76% 2
2017
Q4 		$22.4M Buy
217,209
+43,353
+25% +$4.37M 13.29% 3
2017
Q3 		$16.6M Buy
+173,856
New +$16.1M 10.05% 4

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Niemann Capital Management's MTUM Position: Q2 2018 in Review

Niemann Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2018, closing a stake of 214,439 shares — an estimated $22.7M sold.

Niemann Capital Management first reported a position in MTUM in Q3 2017 and held it in 3 quarters. The position peaked at $22.7M in Q1 2018. 362 funds tracked by Wall St. Rank hold MTUM as of Q2 2018.

  • Niemann Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Niemann Capital Management sold 214,439 iShares MSCI USA Momentum Factor ETF shares in Q2 2018, an estimated $22.7M.
  • Niemann Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and held it in 3 quarters.
  • Niemann Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $22.7M in Q1 2018.
  • 362 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2018.

Based on Niemann Capital Management's 13F filing for Q2 2018, filed 7 Aug 2018.