Bank of Montreal
AAVM

Bank of Montreal’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Bank of Montreal’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,463
Closed -$60K – 4815
2018
Q4 		$60K Buy
+2,463
New +$63.9K ﹤0.01% 3206

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of Montreal's AAVM Position: Q1 2019 in Review

Bank of Montreal sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2019, closing a stake of 2,463 shares — an estimated $60K sold.

Bank of Montreal first reported a position in AAVM in Q4 2018 and held it in 1 quarter. The position peaked at $60K in Q4 2018. 15 funds tracked by Wall St. Rank hold AAVM as of Q1 2019.

  • Bank of Montreal reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Bank of Montreal sold 2,463 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2019, an estimated $60K.
  • Bank of Montreal first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2018 and held it in 1 quarter.
  • Bank of Montreal's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $60K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2019.

Based on Bank of Montreal's 13F filing for Q1 2019, filed 26 Apr 2019.