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

Pinnacle Summer 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
2015 Q4	$7K	Buy	+90	New	+$6.54K	﹤0.01%	588

Other funds holding MTUM

ASRS

Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Summer Investments's MTUM Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2015: 90 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

100 funds tracked by Wall St. Rank hold MTUM as of Q4 2015.

Pinnacle Summer Investments held 90 shares of iShares MSCI USA Momentum Factor ETF worth $7K as of Q4 2015.
iShares MSCI USA Momentum Factor ETF was a new Pinnacle Summer Investments position in Q4 2015.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #588 holding.
100 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.