Bank of Montreal
AIRT icon

Bank of Montreal’s Air T AIRT Stock Holding History

Bank of Montreal’s Portfolio AIRT Stock Details AIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,000
Closed -$45K – 3714
2013
Q3 		$45K Hold
6,000
– – ﹤0.01% 2871
2013
Q2 		$41K Buy
+6,000
New +$39.1K ﹤0.01% 2793

Other funds holding AIRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

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

Bank of Montreal sold out of Air T (AIRT) in Q4 2013, closing a stake of 6,000 shares — an estimated $45K sold.

Bank of Montreal first reported a position in AIRT in Q2 2013 and held it in 2 quarters. The position peaked at $45K in Q3 2013. 18 funds tracked by Wall St. Rank hold AIRT as of Q4 2013.

  • Bank of Montreal reported no remaining Air T position as of Q4 2013 after selling out during the quarter.
  • Bank of Montreal sold 6,000 Air T shares in Q4 2013, an estimated $45K.
  • Bank of Montreal first reported a position in Air T in Q2 2013 and held it in 2 quarters.
  • Bank of Montreal's Air T position peaked at $45K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Air T as of Q4 2013.

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