Bank of Montreal
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Bank of Montreal’s VanEck Energy Income ETF EINC Stock Holding History

Bank of Montreal’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-33
Closed -$9K – 4111
2014
Q2 		$9K Buy
+33
New +$9.02K ﹤0.01% 3910

Other funds holding EINC

HW
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bank of Montreal's EINC Position: Q3 2014 in Review

Bank of Montreal sold out of VanEck Energy Income ETF (EINC) in Q3 2014, closing a stake of 33 shares — an estimated $9K sold.

Bank of Montreal first reported a position in EINC in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 46 funds tracked by Wall St. Rank hold EINC as of Q3 2014.

  • Bank of Montreal reported no remaining VanEck Energy Income ETF position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 33 VanEck Energy Income ETF shares in Q3 2014, an estimated $9K.
  • Bank of Montreal first reported a position in VanEck Energy Income ETF in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's VanEck Energy Income ETF position peaked at $9K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2014.

Based on Bank of Montreal's 13F filing for Q3 2014, filed 7 Nov 2014.