Bank of Montreal
AFH

Bank of Montreal’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Bank of Montreal’s Portfolio AFH Stock Details AFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,189
Closed -$12K – 4941
2018
Q1 		$12K Hold
1,189
– – ﹤0.01% 3716
2017
Q4 		$24K Hold
1,189
– – ﹤0.01% 3538
2017
Q3 		$22K Hold
1,189
– – ﹤0.01% 3493
2017
Q2 		$18K Buy
1,189
+521
+78% +$7.35K ﹤0.01% 3574
2017
Q1 		$9K Buy
+668
New +$10.3K ﹤0.01% 3591

Other funds holding AFH

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Bank of Montreal's AFH Position: Q2 2018 in Review

Bank of Montreal sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q2 2018, closing a stake of 1,189 shares — an estimated $12K sold.

Bank of Montreal first reported a position in AFH in Q1 2017 and held it in 5 quarters. The position peaked at $24K in Q4 2017. 63 funds tracked by Wall St. Rank hold AFH as of Q2 2018.

  • Bank of Montreal reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q2 2018 after selling out during the quarter.
  • Bank of Montreal sold 1,189 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q2 2018, an estimated $12K.
  • Bank of Montreal first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q1 2017 and held it in 5 quarters.
  • Bank of Montreal's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $24K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q2 2018.

Based on Bank of Montreal's 13F filing for Q2 2018, filed 16 Jul 2018.