Bank of Montreal
AIFU

Bank of Montreal’s AIFU Inc AIFU Stock Holding History

Bank of Montreal’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35
Closed -$376K – 5041
2019
Q3 		$376K Buy
+35
New +$425K ﹤0.01% 2574
2019
Q2 		– Sell
-135
Closed -$1.42M – 5100
2019
Q1 		$1.42M Buy
+135
New +$1.33M ﹤0.01% 1866
2016
Q2 		– Sell
-2
Closed -$5K – 4356
2016
Q1 		$5K Sell
2
-6
-75% -$17.9K ﹤0.01% 3804
2015
Q4 		$28K Buy
+8
New +$28.9K ﹤0.01% 3274

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Montreal's AIFU Position: Q4 2019 in Review

Bank of Montreal sold out of AIFU Inc (AIFU) in Q4 2019, closing a stake of 35 shares — an estimated $376K sold.

Bank of Montreal first reported a position in AIFU in Q4 2015 and held it in 4 quarters. The position peaked at $1.42M in Q1 2019. 45 funds tracked by Wall St. Rank hold AIFU as of Q4 2019.

  • Bank of Montreal reported no remaining AIFU Inc position as of Q4 2019 after selling out during the quarter.
  • Bank of Montreal sold 35 AIFU Inc shares in Q4 2019, an estimated $376K.
  • Bank of Montreal first reported a position in AIFU Inc in Q4 2015 and held it in 4 quarters.
  • Bank of Montreal's AIFU Inc position peaked at $1.42M in Q1 2019.
  • 45 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2019.

Based on Bank of Montreal's 13F filing for Q4 2019, filed 10 Feb 2020.