Bank of Montreal
CHKR

Bank of Montreal’s CHESAPEAKE GRANITE WASH TRUST CHKR Stock Holding History

Bank of Montreal’s Portfolio CHKR Stock Details CHKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-366
Closed -$5K – 4001
2013
Q3 		$5K Hold
366
– – ﹤0.01% 3582
2013
Q2 		$6K Buy
+366
New +$5.58K ﹤0.01% 3419

Other funds holding CHKR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $84.3M AUM 23.02% 1-Year Est. Return

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

Bank of Montreal sold out of CHESAPEAKE GRANITE WASH TRUST (CHKR) in Q4 2013, closing a stake of 366 shares — an estimated $5K sold.

Bank of Montreal first reported a position in CHKR in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 40 funds tracked by Wall St. Rank hold CHKR as of Q4 2013.

  • Bank of Montreal reported no remaining CHESAPEAKE GRANITE WASH TRUST position as of Q4 2013 after selling out during the quarter.
  • Bank of Montreal sold 366 CHESAPEAKE GRANITE WASH TRUST shares in Q4 2013, an estimated $5K.
  • Bank of Montreal first reported a position in CHESAPEAKE GRANITE WASH TRUST in Q2 2013 and held it in 2 quarters.
  • Bank of Montreal's CHESAPEAKE GRANITE WASH TRUST position peaked at $6K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held CHESAPEAKE GRANITE WASH TRUST as of Q4 2013.

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