Bank of Montreal
SNDS

Bank of Montreal’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Bank of Montreal’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-275
Closed -$5K – 4408
2016
Q4 		$5K Hold
275
– – ﹤0.01% 3771
2016
Q3 		$5K Hold
275
– – ﹤0.01% 3742
2016
Q2 		$5K Hold
275
– – ﹤0.01% 3771
2016
Q1 		$5K Hold
275
– – ﹤0.01% 3829
2015
Q4 		$5K Buy
+275
New +$5K ﹤0.01% 3837

Other funds holding SNDS

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of Montreal's SNDS Position: Q1 2017 in Review

Bank of Montreal sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q1 2017, closing a stake of 275 shares — an estimated $5K sold.

Bank of Montreal first reported a position in SNDS in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 22 funds tracked by Wall St. Rank hold SNDS as of Q1 2017.

  • Bank of Montreal reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q1 2017 after selling out during the quarter.
  • Bank of Montreal sold 275 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q1 2017, an estimated $5K.
  • Bank of Montreal first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2015 and held it in 5 quarters.
  • Bank of Montreal's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $5K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q1 2017.

Based on Bank of Montreal's 13F filing for Q1 2017, filed 11 Apr 2017.