Bank of Montreal
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Bank of Montreal’s Coda Octopus Group CODA Stock Holding History

Bank of Montreal’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-589
Closed -$5K – 4193
2019
Q4 		$5K Buy
589
+180
+44% +$1.38K ﹤0.01% 4688
2019
Q3 		$3K Buy
409
+22
+6% +$239 ﹤0.01% 4608
2019
Q2 		$5K Buy
+387
New +$5.09K ﹤0.01% 4672

Other funds holding CODA

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
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
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's CODA Position: Q1 2020 in Review

Bank of Montreal sold out of Coda Octopus Group (CODA) in Q1 2020, closing a stake of 589 shares — an estimated $5K sold.

Bank of Montreal first reported a position in CODA in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 41 funds tracked by Wall St. Rank hold CODA as of Q1 2020.

  • Bank of Montreal reported no remaining Coda Octopus Group position as of Q1 2020 after selling out during the quarter.
  • Bank of Montreal sold 589 Coda Octopus Group shares in Q1 2020, an estimated $5K.
  • Bank of Montreal first reported a position in Coda Octopus Group in Q2 2019 and held it in 3 quarters.
  • Bank of Montreal's Coda Octopus Group position peaked at $5K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.