Bank of Montreal
BDCL

Bank of Montreal’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Bank of Montreal’s Portfolio BDCL Stock Details BDCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-122
Closed -$4K – 4204
2013
Q4 		$4K Buy
+122
New +$3.48K ﹤0.01% 3576

Other funds holding BDCL

ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Bank of Montreal's BDCL Position: Q1 2014 in Review

Bank of Montreal sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2014, closing a stake of 122 shares — an estimated $4K sold.

Bank of Montreal first reported a position in BDCL in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 11 funds tracked by Wall St. Rank hold BDCL as of Q1 2014.

  • Bank of Montreal reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2014 after selling out during the quarter.
  • Bank of Montreal sold 122 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2014, an estimated $4K.
  • Bank of Montreal first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q4 2013 and held it in 1 quarter.
  • Bank of Montreal's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $4K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2014.

Based on Bank of Montreal's 13F filing for Q1 2014, filed 15 May 2014.