Bank of Montreal
FBG

Bank of Montreal’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

Bank of Montreal’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-528
Closed -$29K – 4463
2014
Q4 		$29K Buy
+528
New +$27.9K ﹤0.01% 3234

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of Montreal's FBG Position: Q1 2015 in Review

Bank of Montreal sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q1 2015, closing a stake of 528 shares — an estimated $29K sold.

Bank of Montreal first reported a position in FBG in Q4 2014 and held it in 1 quarter. The position peaked at $29K in Q4 2014. 15 funds tracked by Wall St. Rank hold FBG as of Q1 2015.

  • Bank of Montreal reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q1 2015 after selling out during the quarter.
  • Bank of Montreal sold 528 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q1 2015, an estimated $29K.
  • Bank of Montreal first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q4 2014 and held it in 1 quarter.
  • Bank of Montreal's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $29K in Q4 2014.
  • 15 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q1 2015.

Based on Bank of Montreal's 13F filing for Q1 2015, filed 13 May 2015.