Bank of Montreal
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Bank of Montreal’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Bank of Montreal’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-426
Closed -$17K – 3902
2013
Q2 		$17K Buy
+426
New +$16.9K ﹤0.01% 3144

Other funds holding PSL

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's PSL Position: Q3 2013 in Review

Bank of Montreal sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2013, closing a stake of 426 shares — an estimated $17K sold.

Bank of Montreal first reported a position in PSL in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 16 funds tracked by Wall St. Rank hold PSL as of Q3 2013.

  • Bank of Montreal reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Bank of Montreal sold 426 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2013, an estimated $17K.
  • Bank of Montreal first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Bank of Montreal's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $17K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2013.

Based on Bank of Montreal's 13F filing for Q3 2013, filed 14 Nov 2013.