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Parkside Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Parkside Investments’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
Q4 		– Sell
-1,210
Closed -$143K – 142
2018
Q3 		$143K Buy
+1,210
New +$139K 0.07% 90

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parkside Investments's MTUM Position: Q4 2018 in Review

Parkside Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 1,210 shares — an estimated $143K sold.

Parkside Investments first reported a position in MTUM in Q3 2018 and held it in 1 quarter. The position peaked at $143K in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • Parkside Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Parkside Investments sold 1,210 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $143K.
  • Parkside Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and held it in 1 quarter.
  • Parkside Investments's iShares MSCI USA Momentum Factor ETF position peaked at $143K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Parkside Investments's 13F filing for Q4 2018, filed 4 Feb 2019.