Bank of Montreal
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Bank of Montreal’s NYLIM MacKay California Muni Intermediate ETF MMCA Stock Holding History

Bank of Montreal’s Portfolio MMCA Stock Details MMCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,902
Closed -$260K – 3796
2024
Q3 		$260K Buy
+11,902
New +$258K ﹤0.01% 2874
2024
Q2 		– Sell
-21,601
Closed -$470K – 4111
2024
Q1 		$470K Buy
+21,601
New +$470K ﹤0.01% 2479

Other funds holding MMCA

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
EW
Entruity Wealth Bakersfield, California $155M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal's MMCA Position: Q4 2024 in Review

Bank of Montreal sold out of NYLIM MacKay California Muni Intermediate ETF (MMCA) in Q4 2024, closing a stake of 11,902 shares — an estimated $260K sold.

Bank of Montreal first reported a position in MMCA in Q1 2024 and held it in 2 quarters. The position peaked at $470K in Q1 2024. 9 funds tracked by Wall St. Rank hold MMCA as of Q4 2024.

  • Bank of Montreal reported no remaining NYLIM MacKay California Muni Intermediate ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 11,902 NYLIM MacKay California Muni Intermediate ETF shares in Q4 2024, an estimated $260K.
  • Bank of Montreal first reported a position in NYLIM MacKay California Muni Intermediate ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's NYLIM MacKay California Muni Intermediate ETF position peaked at $470K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held NYLIM MacKay California Muni Intermediate ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.