Bank of Montreal
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Bank of Montreal’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Bank of Montreal’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,200
Closed -$70K – 4723
2018
Q4 		$70K Buy
+1,200
New +$77.4K ﹤0.01% 3130

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LPL Financial
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AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bank of Montreal's SURE Position: Q1 2019 in Review

Bank of Montreal sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2019, closing a stake of 1,200 shares — an estimated $70K sold.

Bank of Montreal first reported a position in SURE in Q4 2018 and held it in 1 quarter. The position peaked at $70K in Q4 2018. 32 funds tracked by Wall St. Rank hold SURE as of Q1 2019.

  • Bank of Montreal reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2019 after selling out during the quarter.
  • Bank of Montreal sold 1,200 AdvisorShares Insider Advantage ETF shares in Q1 2019, an estimated $70K.
  • Bank of Montreal first reported a position in AdvisorShares Insider Advantage ETF in Q4 2018 and held it in 1 quarter.
  • Bank of Montreal's AdvisorShares Insider Advantage ETF position peaked at $70K in Q4 2018.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2019.

Based on Bank of Montreal's 13F filing for Q1 2019, filed 26 Apr 2019.