Bank of Montreal
FFHG

Bank of Montreal’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Bank of Montreal’s Portfolio FFHG Stock Details FFHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-640
Closed -$17K – 5059
2019
Q3 		$17K Buy
+640
New +$16.9K ﹤0.01% 4185

Other funds holding FFHG

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Bank of Montreal's FFHG Position: Q4 2019 in Review

Bank of Montreal sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2019, closing a stake of 640 shares — an estimated $17K sold.

Bank of Montreal first reported a position in FFHG in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 11 funds tracked by Wall St. Rank hold FFHG as of Q4 2019.

  • Bank of Montreal reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Bank of Montreal sold 640 Formula Folios Hedged Growth ETF shares in Q4 2019, an estimated $17K.
  • Bank of Montreal first reported a position in Formula Folios Hedged Growth ETF in Q3 2019 and held it in 1 quarter.
  • Bank of Montreal's Formula Folios Hedged Growth ETF position peaked at $17K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2019.

Based on Bank of Montreal's 13F filing for Q4 2019, filed 10 Feb 2020.