Bank of Montreal
LSST

Bank of Montreal’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Bank of Montreal’s Portfolio LSST Stock Details LSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,062
Closed -$266K – 4336
2024
Q1 		$266K Buy
+11,062
New +$265K ﹤0.01% 2861
2023
Q4 		– Sell
-22,712
Closed -$536K – 4373
2023
Q3 		$536K Buy
+22,712
New +$535K ﹤0.01% 2407

Other funds holding LSST

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Bank of Montreal sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q2 2024, closing a stake of 11,062 shares — an estimated $266K sold.

Bank of Montreal first reported a position in LSST in Q3 2023 and held it in 2 quarters. The position peaked at $536K in Q3 2023. 15 funds tracked by Wall St. Rank hold LSST as of Q2 2024.

  • Bank of Montreal reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,062 Natixis Loomis Sayles Short Duration Income ETF shares in Q2 2024, an estimated $266K.
  • Bank of Montreal first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's Natixis Loomis Sayles Short Duration Income ETF position peaked at $536K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q2 2024.

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