Bank of Montreal
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Bank of Montreal’s Climb Global Solutions CLMB Stock Holding History

Bank of Montreal’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,000
Closed -$15K – 4690
2014
Q1 		$15K Hold
3,000
– – ﹤0.01% 3560
2013
Q4 		$10K Buy
+3,000
New +$9.89K ﹤0.01% 3403

Other funds holding CLMB

EAM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 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
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Bank of Montreal's CLMB Position: Q2 2014 in Review

Bank of Montreal sold out of Climb Global Solutions (CLMB) in Q2 2014, closing a stake of 3,000 shares — an estimated $15K sold.

Bank of Montreal first reported a position in CLMB in Q4 2013 and held it in 2 quarters. The position peaked at $15K in Q1 2014. 33 funds tracked by Wall St. Rank hold CLMB as of Q2 2014.

  • Bank of Montreal reported no remaining Climb Global Solutions position as of Q2 2014 after selling out during the quarter.
  • Bank of Montreal sold 3,000 Climb Global Solutions shares in Q2 2014, an estimated $15K.
  • Bank of Montreal first reported a position in Climb Global Solutions in Q4 2013 and held it in 2 quarters.
  • Bank of Montreal's Climb Global Solutions position peaked at $15K in Q1 2014.
  • 33 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2014.

Based on Bank of Montreal's 13F filing for Q2 2014, filed 14 Aug 2014.