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Sonora Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sonora Investment 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
2020
Q3 		– Sell
-121
Closed -$16K – 1845
2020
Q2 		$16K Buy
+121
New +$14.6K ﹤0.01% 875

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Ameriprise
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Wells Fargo
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Osaic Holdings
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Wealth Enhancement Advisory Services
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Sonora Investment Management's MTUM Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2020, closing a stake of 121 shares — an estimated $16K sold.

Sonora Investment Management first reported a position in MTUM in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 524 funds tracked by Wall St. Rank hold MTUM as of Q3 2020.

  • Sonora Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 121 iShares MSCI USA Momentum Factor ETF shares in Q3 2020, an estimated $16K.
  • Sonora Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $16K in Q2 2020.
  • 524 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.