Bank of Montreal’s Access National Corp ANCX Stock Holding History

Bank of Montreal’s Portfolio ANCX Stock Details ANCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-217	Closed	-$5K	–	5071
2018 Q4	$5K	Buy	217 +112	+107%	+$2.83K	﹤0.01%	4135
2018 Q3	$3K	Sell	105 -3	-3%	-$84	﹤0.01%	4301
2018 Q2	$3K	Buy	+108	New	+$3.1K	﹤0.01%	4304
2015 Q2	–	Sell	-190	Closed	-$4K	–	4216
2015 Q1	$4K	Hold	190	–	–	﹤0.01%	3687
2014 Q4	$3K	Hold	190	–	–	﹤0.01%	3797
2014 Q3	$3K	Hold	190	–	–	﹤0.01%	3877
2014 Q2	$3K	Buy	+190	New	+$2.83K	﹤0.01%	4418

Other funds holding ANCX

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Bank of Montreal sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 217 shares — an estimated $5K sold.

Bank of Montreal first reported a position in ANCX in Q2 2014 and held it in 7 quarters. The position peaked at $5K in Q4 2018. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

Bank of Montreal reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
Bank of Montreal sold 217 Access National Corp shares in Q1 2019, an estimated $5K.
Bank of Montreal first reported a position in Access National Corp in Q2 2014 and held it in 7 quarters.
Bank of Montreal's Access National Corp position peaked at $5K in Q4 2018.
1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

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