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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-10,395
Closed -$1.14M 3085
2018
Q2
$1.14M Buy
10,395
+4,091
+65% +$448K ﹤0.01% 1528
2018
Q1
$668K Buy
6,304
+242
+4% +$26.4K ﹤0.01% 1548
2017
Q4
$625K Buy
6,062
+766
+14% +$77.1K ﹤0.01% 1614
2017
Q3
$507K Buy
5,296
+121
+2% +$11.2K ﹤0.01% 1634
2017
Q2
$460K Buy
5,175
+5,174
+517,400% +$448K ﹤0.01% 1652
2017
Q1
$0 Buy
+1
New +$80 ﹤0.01% 3015
2016
Q4
Sell
-230
Closed -$18K 3009
2016
Q3
$18K Buy
+230
New +$17.9K ﹤0.01% 2294

Other funds holding MTUM

SEI Investments's MTUM Position: Q3 2018 in Review

SEI Investments sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2018, closing a stake of 10,395 shares — an estimated $1.14M sold.

SEI Investments first reported a position in MTUM in Q3 2016 and held it in 7 quarters. The position peaked at $1.14M in Q2 2018. 373 funds tracked by Wall St. Rank hold MTUM as of Q3 2018.

  • SEI Investments reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 10,395 iShares MSCI USA Momentum Factor ETF shares in Q3 2018, an estimated $1.14M.
  • SEI Investments first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2016 and held it in 7 quarters.
  • SEI Investments's iShares MSCI USA Momentum Factor ETF position peaked at $1.14M in Q2 2018.
  • 373 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.