Consolidated Planning Corp Has $14.50 Million Stock Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Consolidated Planning Corp raised its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,051 shares of the company’s stock after purchasing an additional 1,697 shares during the period. iShares MSCI USA Momentum Factor ETF accounts for about 2.0% of Consolidated Planning Corp’s investment portfolio, making the stock its 12th largest position. Consolidated Planning Corp owned approximately 0.13% of iShares MSCI USA Momentum Factor ETF worth $14,495,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Fortitude Family Office LLC lifted its holdings in iShares MSCI USA Momentum Factor ETF by 1,255.6% in the 3rd quarter. Fortitude Family Office LLC now owns 122 shares of the company’s stock worth $25,000 after purchasing an additional 113 shares during the last quarter. Signaturefd LLC lifted its position in iShares MSCI USA Momentum Factor ETF by 1,550.0% during the 3rd quarter. Signaturefd LLC now owns 165 shares of the company’s stock worth $33,000 after acquiring an additional 155 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of iShares MSCI USA Momentum Factor ETF by 1,880.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock valued at $41,000 after purchasing an additional 188 shares during the last quarter. Capital Performance Advisors LLP bought a new stake in iShares MSCI USA Momentum Factor ETF during the 3rd quarter valued at approximately $43,000. Finally, AdvisorNet Financial Inc lifted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 51.4% during the fourth quarter. AdvisorNet Financial Inc now owns 218 shares of the company’s stock worth $45,000 after buying an additional 74 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Trading Up 7.9 %

Shares of MTUM stock opened at $225.42 on Thursday. The firm has a market capitalization of $12.21 billion, a P/E ratio of 18.53 and a beta of 1.10. The firm’s fifty day simple moving average is $214.58 and its 200 day simple moving average is $205.65. iShares MSCI USA Momentum Factor ETF has a 1 year low of $81.37 and a 1 year high of $113.60.

About iShares MSCI USA Momentum Factor ETF

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.