Bank of Montreal
CFNB

Bank of Montreal’s California First National Banc CFNB Stock Holding History

Bank of Montreal’s Portfolio CFNB Stock Details CFNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-50
Closed -$1K – 4674
2014
Q2 		$1K Buy
+50
New +$742 ﹤0.01% 4612

Other funds holding CFNB

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AF
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AllianceBernstein
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of Montreal's CFNB Position: Q3 2014 in Review

Bank of Montreal sold out of California First National Banc (CFNB) in Q3 2014, closing a stake of 50 shares — an estimated $1K sold.

Bank of Montreal first reported a position in CFNB in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 23 funds tracked by Wall St. Rank hold CFNB as of Q3 2014.

  • Bank of Montreal reported no remaining California First National Banc position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 50 California First National Banc shares in Q3 2014, an estimated $1K.
  • Bank of Montreal first reported a position in California First National Banc in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's California First National Banc position peaked at $1K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held California First National Banc as of Q3 2014.

Based on Bank of Montreal's 13F filing for Q3 2014, filed 7 Nov 2014.