Bank of Montreal
MOTG icon

Bank of Montreal’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Bank of Montreal’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,424
Closed -$262K – 4191
2023
Q3 		$262K Buy
+6,424
New +$218K ﹤0.01% 2906

Other funds holding MOTG

CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Bank of Montreal's MOTG Position: Q4 2023 in Review

Bank of Montreal sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q4 2023, closing a stake of 6,424 shares — an estimated $262K sold.

Bank of Montreal first reported a position in MOTG in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 12 funds tracked by Wall St. Rank hold MOTG as of Q4 2023.

  • Bank of Montreal reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 6,424 VanEck Morningstar Global Wide Moat ETF shares in Q4 2023, an estimated $262K.
  • Bank of Montreal first reported a position in VanEck Morningstar Global Wide Moat ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's VanEck Morningstar Global Wide Moat ETF position peaked at $262K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.