YorkBridge Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-600	Closed	-$57K	–	890
2017 Q3	$57K	Hold	600	–	–	0.03%	363
2017 Q2	$53K	Hold	600	–	–	0.03%	366
2017 Q1	$51K	Hold	600	–	–	0.03%	369
2016 Q4	$46K	Buy	+600	New	+$45.5K	0.03%	366

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YorkBridge Wealth Partners's MTUM Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2017, closing a stake of 600 shares — an estimated $57K sold.

YorkBridge Wealth Partners first reported a position in MTUM in Q4 2016 and held it in 4 quarters. The position peaked at $57K in Q3 2017. 277 funds tracked by Wall St. Rank hold MTUM as of Q4 2017.

YorkBridge Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 600 iShares MSCI USA Momentum Factor ETF shares in Q4 2017, an estimated $57K.
YorkBridge Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $57K in Q3 2017.
277 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.