Bank of Montreal
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Bank of Montreal’s Consumer Portfolio Services CPSS Stock Holding History

Bank of Montreal’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-450
Closed -$3K – 4072
2014
Q2 		$3K Buy
+450
New +$3.32K ﹤0.01% 4358

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of Montreal sold out of Consumer Portfolio Services (CPSS) in Q3 2014, closing a stake of 450 shares — an estimated $3K sold.

Bank of Montreal first reported a position in CPSS in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 75 funds tracked by Wall St. Rank hold CPSS as of Q3 2014.

  • Bank of Montreal reported no remaining Consumer Portfolio Services position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 450 Consumer Portfolio Services shares in Q3 2014, an estimated $3K.
  • Bank of Montreal first reported a position in Consumer Portfolio Services in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's Consumer Portfolio Services position peaked at $3K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2014.

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