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Traynor Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Traynor Capital 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
Q1 		– Sell
-2,438
Closed -$244K – 183
2018
Q4 		$244K Buy
+2,438
New +$261K 0.1% 124

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Bank of America
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Traynor Capital Management's MTUM Position: Q1 2019 in Review

Traynor Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2019, closing a stake of 2,438 shares — an estimated $244K sold.

Traynor Capital Management first reported a position in MTUM in Q4 2018 and held it in 1 quarter. The position peaked at $244K in Q4 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q1 2019.

  • Traynor Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Traynor Capital Management sold 2,438 iShares MSCI USA Momentum Factor ETF shares in Q1 2019, an estimated $244K.
  • Traynor Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 1 quarter.
  • Traynor Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $244K in Q4 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2019.

Based on Traynor Capital Management's 13F filing for Q1 2019, filed 12 Apr 2019.