Bank of Montreal
EWRM

Bank of Montreal’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Bank of Montreal’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-79
Closed -$4K – 4374
2015
Q1 		$4K Buy
+79
New +$4.05K ﹤0.01% 3702

Other funds holding EWRM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's EWRM Position: Q2 2015 in Review

Bank of Montreal sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q2 2015, closing a stake of 79 shares — an estimated $4K sold.

Bank of Montreal first reported a position in EWRM in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 26 funds tracked by Wall St. Rank hold EWRM as of Q2 2015.

  • Bank of Montreal reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q2 2015 after selling out during the quarter.
  • Bank of Montreal sold 79 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q2 2015, an estimated $4K.
  • Bank of Montreal first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q1 2015 and held it in 1 quarter.
  • Bank of Montreal's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $4K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q2 2015.

Based on Bank of Montreal's 13F filing for Q2 2015, filed 4 Aug 2015.