Bank of Montreal
GWGH

Bank of Montreal’s GWG Holdings, Inc GWGH Stock Holding History

Bank of Montreal’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-88
Closed -$1K – 5385
2021
Q1 		$1K Sell
88
-405
-82% -$2.9K ﹤0.01% 5030
2020
Q4 		$4K Buy
493
+345
+233% +$2.73K ﹤0.01% 4799
2020
Q3 		$1K Sell
148
-176
-54% -$1.37K ﹤0.01% 4736
2020
Q2 		$2K Buy
+324
New +$2.7K ﹤0.01% 4538
2020
Q1 		– Sell
-165
Closed -$2K – 4952
2019
Q4 		$2K Buy
165
+6
+4% +$59 ﹤0.01% 4797
2019
Q3 		$2K Buy
159
+7
+5% +$65 ﹤0.01% 4657
2019
Q2 		$1K Buy
+152
New +$1.77K ﹤0.01% 4816

Other funds holding GWGH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's GWGH Position: Q2 2021 in Review

Bank of Montreal sold out of GWG Holdings, Inc (GWGH) in Q2 2021, closing a stake of 88 shares — an estimated $1K sold.

Bank of Montreal first reported a position in GWGH in Q2 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2020. 21 funds tracked by Wall St. Rank hold GWGH as of Q2 2021.

  • Bank of Montreal reported no remaining GWG Holdings, Inc position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 88 GWG Holdings, Inc shares in Q2 2021, an estimated $1K.
  • Bank of Montreal first reported a position in GWG Holdings, Inc in Q2 2019 and held it in 7 quarters.
  • Bank of Montreal's GWG Holdings, Inc position peaked at $4K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.