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Oak Point Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-7,890
Closed -$238K – 224
2017
Q4 		$238K Buy
+7,890
New +$240K 0.23% 94

Other funds holding IMTM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oak Point Wealth Management's IMTM Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2018, closing a stake of 7,890 shares — an estimated $238K sold.

Oak Point Wealth Management first reported a position in IMTM in Q4 2017 and held it in 1 quarter. The position peaked at $238K in Q4 2017. 34 funds tracked by Wall St. Rank hold IMTM as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 7,890 iShares MSCI Intl Momentum Factor ETF shares in Q1 2018, an estimated $238K.
  • Oak Point Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $238K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.