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Oak Point Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Oak Point Wealth 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
Q1 		$447K Sell
4,341
-296
-6% -$32.3K 0.46% 61
2017
Q4 		$493K Buy
+4,637
New +$467K 0.49% 55

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oak Point Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.4% in Q1 2018, selling an estimated $32.3K and leaving 4,341 shares worth $447K. The position accounts for 0.46% of the portfolio, ranked #61.

Oak Point Wealth Management first reported a position in MTUM in Q4 2017 and has held it in 2 quarters since. The position peaked at $493K in Q4 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • Oak Point Wealth Management held 4,341 shares of iShares MSCI USA Momentum Factor ETF worth $447K as of Q1 2018.
  • Oak Point Wealth Management sold 296 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $32.3K.
  • iShares MSCI USA Momentum Factor ETF made up 0.46% of Oak Point Wealth Management's portfolio in Q1 2018, its #61 holding.
  • Oak Point Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $493K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

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