Bank of Montreal
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Bank of Montreal’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Bank of Montreal’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22,811
Closed -$332K – 4133
2021
Q4 		$332K Buy
+22,811
New +$327K ﹤0.01% 2668

Other funds holding AESR

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's AESR Position: Q1 2022 in Review

Bank of Montreal sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q1 2022, closing a stake of 22,811 shares — an estimated $332K sold.

Bank of Montreal first reported a position in AESR in Q4 2021 and held it in 1 quarter. The position peaked at $332K in Q4 2021. 10 funds tracked by Wall St. Rank hold AESR as of Q1 2022.

  • Bank of Montreal reported no remaining Anfield US Equity Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of Montreal sold 22,811 Anfield US Equity Sector Rotation ETF shares in Q1 2022, an estimated $332K.
  • Bank of Montreal first reported a position in Anfield US Equity Sector Rotation ETF in Q4 2021 and held it in 1 quarter.
  • Bank of Montreal's Anfield US Equity Sector Rotation ETF position peaked at $332K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q1 2022.

Based on Bank of Montreal's 13F filing for Q1 2022, filed 12 May 2022.