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Societe Generale’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Societe Generale’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
2016
Q2 		$421K Buy
+5,512
New +$408K ﹤0.01% 1797

Other funds holding MTUM

ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Societe Generale's MTUM Position: Q2 2016 in Review

Societe Generale opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2016: 5,512 shares worth $421K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

119 funds tracked by Wall St. Rank hold MTUM as of Q2 2016.

  • Societe Generale held 5,512 shares of iShares MSCI USA Momentum Factor ETF worth $421K as of Q2 2016.
  • iShares MSCI USA Momentum Factor ETF was a new Societe Generale position in Q2 2016.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Societe Generale's portfolio in Q2 2016, its #1797 holding.
  • 119 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2016.

Based on Societe Generale's 13F filing for Q2 2016, filed 2 Aug 2016.