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Perkins Coie Trust Company’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Perkins Coie Trust Company’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
2020
Q2 		– Sell
-174
Closed -$19K – 387
2020
Q1 		$19K Hold
174
– – 0.01% 207
2019
Q4 		$22K Buy
+174
New +$21.1K 0.01% 223

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perkins Coie Trust Company's MTUM Position: Q2 2020 in Review

Perkins Coie Trust Company sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2020, closing a stake of 174 shares — an estimated $19K sold.

Perkins Coie Trust Company first reported a position in MTUM in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 512 funds tracked by Wall St. Rank hold MTUM as of Q2 2020.

  • Perkins Coie Trust Company reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Perkins Coie Trust Company sold 174 iShares MSCI USA Momentum Factor ETF shares in Q2 2020, an estimated $19K.
  • Perkins Coie Trust Company first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 2 quarters.
  • Perkins Coie Trust Company's iShares MSCI USA Momentum Factor ETF position peaked at $22K in Q4 2019.
  • 512 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2020.

Based on Perkins Coie Trust Company's 13F filing for Q2 2020, filed 13 Jul 2020.