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Weiss Multi-Strategy Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Weiss Multi-Strategy Advisers’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
2018
Q1 		– Sell
-26,535
Closed -$2.74M – 611
2017
Q4 		$2.74M Buy
+26,535
New +$2.67M 0.07% 290

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Weiss Multi-Strategy Advisers's MTUM Position: Q1 2018 in Review

Weiss Multi-Strategy Advisers sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2018, closing a stake of 26,535 shares — an estimated $2.74M sold.

Weiss Multi-Strategy Advisers first reported a position in MTUM in Q4 2017 and held it in 1 quarter. The position peaked at $2.74M in Q4 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • Weiss Multi-Strategy Advisers reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 26,535 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $2.74M.
  • Weiss Multi-Strategy Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 1 quarter.
  • Weiss Multi-Strategy Advisers's iShares MSCI USA Momentum Factor ETF position peaked at $2.74M in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2018, filed 15 May 2018.