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Private Capital Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Private Capital Group’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-957
Closed -$28K – 2075
2019
Q3 		$28K Buy
+957
New +$28.1K 0.01% 1027

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Capital Group's IMTM Position: Q4 2019 in Review

Private Capital Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2019, closing a stake of 957 shares — an estimated $28K sold.

Private Capital Group first reported a position in IMTM in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 50 funds tracked by Wall St. Rank hold IMTM as of Q4 2019.

  • Private Capital Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 957 iShares MSCI Intl Momentum Factor ETF shares in Q4 2019, an estimated $28K.
  • Private Capital Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
  • Private Capital Group's iShares MSCI Intl Momentum Factor ETF position peaked at $28K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.