Bank of Montreal
WITE

Bank of Montreal’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

Bank of Montreal’s Portfolio WITE Stock Details WITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$8K – 4060
2013
Q3 		$8K Hold
200
– – ﹤0.01% 3493
2013
Q2 		$8K Buy
+200
New +$8.59K ﹤0.01% 3369

Other funds holding WITE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's WITE Position: Q4 2013 in Review

Bank of Montreal sold out of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) in Q4 2013, closing a stake of 200 shares — an estimated $8K sold.

Bank of Montreal first reported a position in WITE in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 18 funds tracked by Wall St. Rank hold WITE as of Q4 2013.

  • Bank of Montreal reported no remaining ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position as of Q4 2013 after selling out during the quarter.
  • Bank of Montreal sold 200 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q4 2013, an estimated $8K.
  • Bank of Montreal first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q2 2013 and held it in 2 quarters.
  • Bank of Montreal's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $8K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q4 2013.

Based on Bank of Montreal's 13F filing for Q4 2013, filed 8 Jan 2014.