Bank of Montreal
BCI icon

Bank of Montreal’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Bank of Montreal’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,570
Closed -$770K – 3978
2023
Q3 		$770K Sell
35,570
-14,444
-29% -$305K ﹤0.01% 2195
2023
Q2 		$1.01M Buy
+50,014
New +$1.02M ﹤0.01% 2174

Other funds holding BCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of Montreal's BCI Position: Q4 2023 in Review

Bank of Montreal sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q4 2023, closing a stake of 35,570 shares — an estimated $770K sold.

Bank of Montreal first reported a position in BCI in Q2 2023 and held it in 2 quarters. The position peaked at $1.01M in Q2 2023. 123 funds tracked by Wall St. Rank hold BCI as of Q4 2023.

  • Bank of Montreal reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 35,570 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2023, an estimated $770K.
  • Bank of Montreal first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.01M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.