Bank of Montreal
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Bank of Montreal’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Bank of Montreal’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,926
Closed -$92.2K – 3880
2024
Q1 		$92.2K Buy
+2,926
New +$88K ﹤0.01% 3301

Other funds holding CEFA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Bank of Montreal's CEFA Position: Q2 2024 in Review

Bank of Montreal sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q2 2024, closing a stake of 2,926 shares — an estimated $92.2K sold.

Bank of Montreal first reported a position in CEFA in Q1 2024 and held it in 1 quarter. The position peaked at $92.2K in Q1 2024. 8 funds tracked by Wall St. Rank hold CEFA as of Q2 2024.

  • Bank of Montreal reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,926 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2024, an estimated $92.2K.
  • Bank of Montreal first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's Global X S&P Catholic Values Developed ex-US ETF position peaked at $92.2K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.