Bank of Montreal
GURU icon

Bank of Montreal’s Global X Guru Index ETF GURU Stock Holding History

Bank of Montreal’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-435
Closed -$11K – 4006
2015
Q1 		$11K Buy
+435
New +$11.3K ﹤0.01% 3464
2014
Q2 		– Sell
-1,249
Closed -$31K – 4738
2014
Q1 		$31K Buy
+1,249
New +$31.1K ﹤0.01% 3318
2013
Q4 		– Sell
-279
Closed -$6K – 3805
2013
Q3 		$6K Buy
+279
New +$6.16K ﹤0.01% 3539

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of Global X Guru Index ETF (GURU) in Q2 2015, closing a stake of 435 shares — an estimated $11K sold.

Bank of Montreal first reported a position in GURU in Q3 2013 and held it in 3 quarters. The position peaked at $31K in Q1 2014. 38 funds tracked by Wall St. Rank hold GURU as of Q2 2015.

  • Bank of Montreal reported no remaining Global X Guru Index ETF position as of Q2 2015 after selling out during the quarter.
  • Bank of Montreal sold 435 Global X Guru Index ETF shares in Q2 2015, an estimated $11K.
  • Bank of Montreal first reported a position in Global X Guru Index ETF in Q3 2013 and held it in 3 quarters.
  • Bank of Montreal's Global X Guru Index ETF position peaked at $31K in Q1 2014.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2015.

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