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

Orser 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
Q1 		– Sell
-2,300
Closed -$252K – 107
2017
Q4 		$252K Buy
+2,300
New +$232K 0.22% 95

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Orser Capital Management's MTUM Position: Q1 2018 in Review

Orser Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2018, closing a stake of 2,300 shares — an estimated $252K sold.

Orser Capital Management first reported a position in MTUM in Q4 2017 and held it in 1 quarter. The position peaked at $252K in Q4 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • Orser Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Orser Capital Management sold 2,300 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $252K.
  • Orser Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 1 quarter.
  • Orser Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $252K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

Based on Orser Capital Management's 13F filing for Q1 2018, filed 14 Nov 2019.