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

Vigilant 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
Q2 		– Sell
-283
Closed -$32K – 457
2019
Q1 		$32K Hold
283
– – ﹤0.01% 295
2018
Q4 		$28K Buy
+283
New +$30.3K ﹤0.01% 304

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Morgan Stanley
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UBS Group
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Ameriprise
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BlackRock
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PNC Financial Services Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Vigilant Capital Management's MTUM Position: Q2 2019 in Review

Vigilant Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2019, closing a stake of 283 shares — an estimated $32K sold.

Vigilant Capital Management first reported a position in MTUM in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2019. 438 funds tracked by Wall St. Rank hold MTUM as of Q2 2019.

  • Vigilant Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Vigilant Capital Management sold 283 iShares MSCI USA Momentum Factor ETF shares in Q2 2019, an estimated $32K.
  • Vigilant Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and held it in 2 quarters.
  • Vigilant Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $32K in Q1 2019.
  • 438 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2019.

Based on Vigilant Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.