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West Oak Capital’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

West Oak Capital’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
-100
Closed -$10.3K – 363
2017
Q4 		$10.3K Buy
+100
New +$10.1K 0.01% 242

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West Oak Capital's MTUM Position: Q1 2018 in Review

West Oak Capital sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2018, closing a stake of 100 shares — an estimated $10.3K sold.

West Oak Capital first reported a position in MTUM in Q4 2017 and held it in 1 quarter. The position peaked at $10.3K in Q4 2017. 330 funds tracked by Wall St. Rank hold MTUM as of Q1 2018.

  • West Oak Capital reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2018 after selling out during the quarter.
  • West Oak Capital sold 100 iShares MSCI USA Momentum Factor ETF shares in Q1 2018, an estimated $10.3K.
  • West Oak Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and held it in 1 quarter.
  • West Oak Capital's iShares MSCI USA Momentum Factor ETF position peaked at $10.3K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.