Sensible Financial Planning & Management LLC. Has $17.11 Million Stock Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Sensible Financial Planning & Management LLC. trimmed its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 1.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 109,048 shares of the company’s stock after selling 1,951 shares during the period. iShares MSCI USA Momentum Factor ETF accounts for 4.0% of Sensible Financial Planning & Management LLC.’s portfolio, making the stock its 7th largest position. Sensible Financial Planning & Management LLC. owned 0.18% of iShares MSCI USA Momentum Factor ETF worth $17,109,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Sound Income Strategies LLC grew its stake in iShares MSCI USA Momentum Factor ETF by 281.5% during the 4th quarter. Sound Income Strategies LLC now owns 248 shares of the company’s stock worth $39,000 after buying an additional 183 shares during the last quarter. Baker Avenue Asset Management LP grew its stake in iShares MSCI USA Momentum Factor ETF by 46.8% during the 3rd quarter. Baker Avenue Asset Management LP now owns 279 shares of the company’s stock worth $39,000 after buying an additional 89 shares during the last quarter. BluePath Capital Management LLC purchased a new position in iShares MSCI USA Momentum Factor ETF during the 3rd quarter worth $41,000. Provence Wealth Management Group purchased a new position in iShares MSCI USA Momentum Factor ETF during the 3rd quarter worth $54,000. Finally, O Shaughnessy Asset Management LLC grew its stake in iShares MSCI USA Momentum Factor ETF by 83.4% during the 3rd quarter. O Shaughnessy Asset Management LLC now owns 576 shares of the company’s stock valued at $80,000 after purchasing an additional 262 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

iShares MSCI USA Momentum Factor ETF stock traded down $0.84 during trading hours on Wednesday, hitting $178.23. 529,106 shares of the stock traded hands. The firm’s 50 day moving average price is $183.42 and its 200-day moving average price is $164.08. The stock has a market capitalization of $9.78 billion, a price-to-earnings ratio of 19.19 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a 1 year low of $81.37 and a 1 year high of $113.60.

iShares MSCI USA Momentum Factor ETF Company Profile

The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years.