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WFG Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

WFG Advisors’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
2017
Q2 		$1.8M Buy
20,211
+8,181
+68% +$708K 0.41% 62
2017
Q1 		$994K Sell
12,030
-7,889
-40% -$631K 0.27% 88
2016
Q4 		$1.51M Buy
19,919
+1,193
+6% +$90.5K 0.37% 68
2016
Q3 		$1.45M Buy
+18,726
New +$1.45M 0.36% 72

Other funds holding MTUM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WFG Advisors's MTUM Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 68% in Q2 2017, buying an estimated $708K and bringing the position to 20,211 shares worth $1.8M. The position accounts for 0.41% of the portfolio, ranked #62.

WFG Advisors first reported a position in MTUM in Q3 2016 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold MTUM as of Q2 2017.

  • WFG Advisors held 20,211 shares of iShares MSCI USA Momentum Factor ETF worth $1.8M as of Q2 2017.
  • WFG Advisors bought 8,181 iShares MSCI USA Momentum Factor ETF shares in Q2 2017, an estimated $708K.
  • iShares MSCI USA Momentum Factor ETF made up 0.41% of WFG Advisors's portfolio in Q2 2017, its #62 holding.
  • WFG Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2016 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.