Smith Hayes Advisers’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
2016
Q1
$427K Buy
5,835
+2,708
+87% +$189K 0.09% 212
2015
Q4
$229K Buy
+3,127
New +$227K 0.05% 284

Other funds holding MTUM

Smith Hayes Advisers's MTUM Position: Q1 2016 in Review

Smith Hayes Advisers increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 87% in Q1 2016, buying an estimated $189K and bringing the position to 5,835 shares worth $427K. The position accounts for 0.09% of the portfolio, ranked #212.

Smith Hayes Advisers first reported a position in MTUM in Q4 2015 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold MTUM as of Q1 2016.

  • Smith Hayes Advisers held 5,835 shares of iShares MSCI USA Momentum Factor ETF worth $427K as of Q1 2016.
  • Smith Hayes Advisers bought 2,708 iShares MSCI USA Momentum Factor ETF shares in Q1 2016, an estimated $189K.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Smith Hayes Advisers's portfolio in Q1 2016, its #212 holding.
  • Smith Hayes Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2015 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.