Pathlight Investors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Pathlight Investors’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	$460K	Buy	+4,476	New	+$479K	0.38%	50

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathlight Investors's MTUM Position: Q4 2018 in Review

Pathlight Investors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018: 4,476 shares worth $460K. The stake represents 0.38% of the portfolio and ranks #50 among its holdings.

405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

Pathlight Investors held 4,476 shares of iShares MSCI USA Momentum Factor ETF worth $460K as of Q4 2018.
iShares MSCI USA Momentum Factor ETF was a new Pathlight Investors position in Q4 2018.
iShares MSCI USA Momentum Factor ETF made up 0.38% of Pathlight Investors's portfolio in Q4 2018, its #50 holding.
405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Pathlight Investors's 13F filing for Q4 2018, filed 19 Feb 2019.