Bank of Montreal
GULF

Bank of Montreal’s WisdomTree Middle East Dividend Fund GULF Stock Holding History

Bank of Montreal’s Portfolio GULF Stock Details GULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,123
Closed -$25K – 4881
2014
Q1 		$25K Buy
+1,123
New +$24.5K ﹤0.01% 3416

Other funds holding GULF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal's GULF Position: Q2 2014 in Review

Bank of Montreal sold out of WisdomTree Middle East Dividend Fund (GULF) in Q2 2014, closing a stake of 1,123 shares — an estimated $25K sold.

Bank of Montreal first reported a position in GULF in Q1 2014 and held it in 1 quarter. The position peaked at $25K in Q1 2014. 22 funds tracked by Wall St. Rank hold GULF as of Q2 2014.

  • Bank of Montreal reported no remaining WisdomTree Middle East Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Bank of Montreal sold 1,123 WisdomTree Middle East Dividend Fund shares in Q2 2014, an estimated $25K.
  • Bank of Montreal first reported a position in WisdomTree Middle East Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree Middle East Dividend Fund position peaked at $25K in Q1 2014.
  • 22 funds tracked by Wall St. Rank held WisdomTree Middle East Dividend Fund as of Q2 2014.

Based on Bank of Montreal's 13F filing for Q2 2014, filed 14 Aug 2014.