Bank of Montreal
BANX

Bank of Montreal’s ArrowMark Financial BANX Stock Holding History

Bank of Montreal’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$19K – 3973
2014
Q4 		$19K Buy
+1,000
New +$22.3K ﹤0.01% 3366

Other funds holding BANX

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

Bank of Montreal's BANX Position: Q1 2015 in Review

Bank of Montreal sold out of ArrowMark Financial (BANX) in Q1 2015, closing a stake of 1,000 shares — an estimated $19K sold.

Bank of Montreal first reported a position in BANX in Q4 2014 and held it in 1 quarter. The position peaked at $19K in Q4 2014. 16 funds tracked by Wall St. Rank hold BANX as of Q1 2015.

  • Bank of Montreal reported no remaining ArrowMark Financial position as of Q1 2015 after selling out during the quarter.
  • Bank of Montreal sold 1,000 ArrowMark Financial shares in Q1 2015, an estimated $19K.
  • Bank of Montreal first reported a position in ArrowMark Financial in Q4 2014 and held it in 1 quarter.
  • Bank of Montreal's ArrowMark Financial position peaked at $19K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2015.

Based on Bank of Montreal's 13F filing for Q1 2015, filed 13 May 2015.