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Whitney & Co’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Whitney & Co’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
Q4 		– Sell
-305
Closed -$34K – 320
2018
Q3 		$34K Hold
305
– – 0.01% 212
2018
Q2 		$33K Hold
305
– – 0.01% 185
2018
Q1 		$32K Buy
+305
New +$33.2K 0.01% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitney & Co's MTUM Position: Q4 2018 in Review

Whitney & Co sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2018, closing a stake of 305 shares — an estimated $34K sold.

Whitney & Co first reported a position in MTUM in Q1 2018 and held it in 3 quarters. The position peaked at $34K in Q3 2018. 405 funds tracked by Wall St. Rank hold MTUM as of Q4 2018.

  • Whitney & Co reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 305 iShares MSCI USA Momentum Factor ETF shares in Q4 2018, an estimated $34K.
  • Whitney & Co first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and held it in 3 quarters.
  • Whitney & Co's iShares MSCI USA Momentum Factor ETF position peaked at $34K in Q3 2018.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.