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Sequoia Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sequoia Wealth Management’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
2019
Q4 		– Sell
-2,063
Closed -$247K – 39
2019
Q3 		$247K Buy
2,063
+326
+19% +$39.3K 0.5% 48
2019
Q2 		$211K Buy
+1,737
New +$199K 0.2% 50

Other funds holding MTUM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Sequoia Wealth Management's MTUM Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2019, closing a stake of 2,063 shares — an estimated $247K sold.

Sequoia Wealth Management first reported a position in MTUM in Q2 2019 and held it in 2 quarters. The position peaked at $247K in Q3 2019. 513 funds tracked by Wall St. Rank hold MTUM as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 2,063 iShares MSCI USA Momentum Factor ETF shares in Q4 2019, an estimated $247K.
  • Sequoia Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and held it in 2 quarters.
  • Sequoia Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $247K in Q3 2019.
  • 513 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.