Bank of Montreal
LKOR icon

Bank of Montreal’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Bank of Montreal’s Portfolio LKOR Stock Details LKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,826
Closed -$300K – 4089
2024
Q1 		$300K Buy
6,826
+4,084
+149% +$178K ﹤0.01% 2781
2023
Q4 		$124K Buy
2,742
+988
+56% +$40.5K ﹤0.01% 3316
2023
Q3 		$73.3K Buy
+1,754
New +$73.6K ﹤0.01% 3356

Other funds holding LKOR

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bank of Montreal's LKOR Position: Q2 2024 in Review

Bank of Montreal sold out of FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) in Q2 2024, closing a stake of 6,826 shares — an estimated $300K sold.

Bank of Montreal first reported a position in LKOR in Q3 2023 and held it in 3 quarters. The position peaked at $300K in Q1 2024. 16 funds tracked by Wall St. Rank hold LKOR as of Q2 2024.

  • Bank of Montreal reported no remaining FlexShares Credit-Scored US Long Corporate Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 6,826 FlexShares Credit-Scored US Long Corporate Bond Index Fund shares in Q2 2024, an estimated $300K.
  • Bank of Montreal first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q3 2023 and held it in 3 quarters.
  • Bank of Montreal's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $300K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.