Bank of Montreal
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Bank of Montreal’s Citizens CIA Stock Holding History

Bank of Montreal’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,402
Closed -$9K – 3880
2021
Q1 		$9K Sell
1,402
-6,277
-82% -$38.7K ﹤0.01% 4404
2020
Q4 		$46K Buy
7,679
+5,379
+234% +$32.3K ﹤0.01% 3987
2020
Q3 		$13K Sell
2,300
-1,686
-42% -$9.78K ﹤0.01% 4011
2020
Q2 		$22K Buy
3,986
+2,675
+204% +$15.4K ﹤0.01% 3805
2020
Q1 		$7K Sell
1,311
-6,219
-83% -$38.5K ﹤0.01% 3588
2019
Q4 		$51K Buy
7,530
+1,880
+33% +$12.9K ﹤0.01% 3825
2019
Q3 		$39K Sell
5,650
-310
-5% -$2.17K ﹤0.01% 3739
2019
Q2 		$43K Buy
5,960
+4,177
+234% +$28.6K ﹤0.01% 3765
2019
Q1 		$12K Sell
1,783
-695
-28% -$4.96K ﹤0.01% 3816
2018
Q4 		$18K Buy
2,478
+354
+17% +$2.78K ﹤0.01% 3677
2018
Q3 		$18K Sell
2,124
-10
-0.5% -$80 ﹤0.01% 3741
2018
Q2 		$17K Buy
2,134
+351
+20% +$2.7K ﹤0.01% 3790
2018
Q1 		$13K Hold
1,783
– – ﹤0.01% 3675
2017
Q4 		$13K Buy
1,783
+472
+36% +$3.6K ﹤0.01% 3700
2017
Q3 		$10K Hold
1,311
– – ﹤0.01% 3691
2017
Q2 		$10K Buy
+1,311
New +$8.65K ﹤0.01% 3705
2016
Q4 		– Sell
-731
Closed -$7K – 4055
2016
Q3 		$7K Buy
+731
New +$6.79K ﹤0.01% 3630
2014
Q3 		– Sell
-1,080
Closed -$8K – 4059
2014
Q2 		$8K Buy
+1,080
New +$7.3K ﹤0.01% 3959

Other funds holding CIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of Montreal's CIA Position: Q2 2021 in Review

Bank of Montreal sold out of Citizens (CIA) in Q2 2021, closing a stake of 1,402 shares — an estimated $9K sold.

Bank of Montreal first reported a position in CIA in Q2 2014 and held it in 18 quarters. The position peaked at $51K in Q4 2019. 56 funds tracked by Wall St. Rank hold CIA as of Q2 2021.

  • Bank of Montreal reported no remaining Citizens position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,402 Citizens shares in Q2 2021, an estimated $9K.
  • Bank of Montreal first reported a position in Citizens in Q2 2014 and held it in 18 quarters.
  • Bank of Montreal's Citizens position peaked at $51K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Citizens as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.