Bank of Montreal
BSCH

Bank of Montreal’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Bank of Montreal’s Portfolio BSCH Stock Details BSCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-46
Closed -$1K – 4676
2015
Q3 		$1K Buy
+46
New +$1.04K ﹤0.01% 3951
2014
Q3 		– Sell
-2,000
Closed -$46K – 4930
2014
Q2 		$46K Buy
+2,000
New +$45.8K ﹤0.01% 3229

Other funds holding BSCH

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Bank of Montreal's BSCH Position: Q4 2015 in Review

Bank of Montreal sold out of Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q4 2015, closing a stake of 46 shares — an estimated $1K sold.

Bank of Montreal first reported a position in BSCH in Q2 2014 and held it in 2 quarters. The position peaked at $46K in Q2 2014. 118 funds tracked by Wall St. Rank hold BSCH as of Q4 2015.

  • Bank of Montreal reported no remaining Guggenheim BulletShares 2017 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Bank of Montreal sold 46 Guggenheim BulletShares 2017 Corporate Bond ETF shares in Q4 2015, an estimated $1K.
  • Bank of Montreal first reported a position in Guggenheim BulletShares 2017 Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • Bank of Montreal's Guggenheim BulletShares 2017 Corporate Bond ETF position peaked at $46K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q4 2015.

Based on Bank of Montreal's 13F filing for Q4 2015, filed 9 Feb 2016.