Bank of Montreal
CARM

Bank of Montreal’s Carisma Therapeutics CARM Stock Holding History

Bank of Montreal’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$8K – 4161
2017
Q2 		$8K Hold
250
– – ﹤0.01% 3765
2017
Q1 		$11K Buy
+250
New +$10.4K ﹤0.01% 3520
2016
Q3 		– Sell
-750
Closed -$25K – 4028
2016
Q2 		$25K Buy
+750
New +$19K ﹤0.01% 3293
2014
Q3 		– Sell
-6
Closed -$2K – 4048
2014
Q2 		$2K Buy
+6
New +$1.49K ﹤0.01% 4476

Other funds holding CARM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's CARM Position: Q3 2017 in Review

Bank of Montreal sold out of Carisma Therapeutics (CARM) in Q3 2017, closing a stake of 250 shares — an estimated $8K sold.

Bank of Montreal first reported a position in CARM in Q2 2014 and held it in 4 quarters. The position peaked at $25K in Q2 2016. 22 funds tracked by Wall St. Rank hold CARM as of Q3 2017.

  • Bank of Montreal reported no remaining Carisma Therapeutics position as of Q3 2017 after selling out during the quarter.
  • Bank of Montreal sold 250 Carisma Therapeutics shares in Q3 2017, an estimated $8K.
  • Bank of Montreal first reported a position in Carisma Therapeutics in Q2 2014 and held it in 4 quarters.
  • Bank of Montreal's Carisma Therapeutics position peaked at $25K in Q2 2016.
  • 22 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q3 2017.

Based on Bank of Montreal's 13F filing for Q3 2017, filed 16 Oct 2017.