Consolidated Planning Corp Has $10.22 Million Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Consolidated Planning Corp grew its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 35.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,128 shares of the company’s stock after acquiring an additional 17,004 shares during the period. iShares MSCI USA Momentum Factor ETF accounts for approximately 1.9% of Consolidated Planning Corp’s holdings, making the stock its 10th largest position. Consolidated Planning Corp’s holdings in iShares MSCI USA Momentum Factor ETF were worth $10,218,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in MTUM. Blair William & Co. IL boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1.0% during the 3rd quarter. Blair William & Co. IL now owns 7,318 shares of the company’s stock worth $1,022,000 after buying an additional 76 shares during the period. Larson Financial Group LLC boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 6.6% during the 4th quarter. Larson Financial Group LLC now owns 1,288 shares of the company’s stock worth $202,000 after buying an additional 80 shares during the period. Baker Avenue Asset Management LP boosted its holdings in shares of 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 period. Geneos Wealth Management Inc. boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 0.9% during the 4th quarter. Geneos Wealth Management Inc. now owns 11,219 shares of the company’s stock worth $1,760,000 after buying an additional 104 shares during the period. Finally, Security Financial Services INC. boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 0.4% during the 3rd quarter. Security Financial Services INC. now owns 32,175 shares of the company’s stock worth $4,495,000 after buying an additional 141 shares during the period.

iShares MSCI USA Momentum Factor ETF Price Performance

Shares of BATS MTUM traded up $2.25 during trading hours on Friday, hitting $179.68. 421,929 shares of the stock were exchanged. The company’s 50 day moving average is $183.42 and its 200 day moving average is $164.53. The firm has a market capitalization of $9.86 billion, a P/E ratio of 19.19 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one 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.