Bank of Montreal
CS

Bank of Montreal’s Credit Suisse Group CS Stock Holding History

Bank of Montreal’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-30,000
Closed -$752K – 4251
2014
Q4 		$752K Hold
30,000
– – ﹤0.01% 1858
2014
Q3 		$829K Buy
+30,000
New +$838K ﹤0.01% 1855

Other funds holding CS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of Montreal's CS Position: Q2 2023 in Review

Bank of Montreal sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 2,622,756 shares — an estimated $2.33M sold.

Bank of Montreal first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $6.8M in Q3 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Bank of Montreal reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 2,622,756 Credit Suisse Group shares in Q2 2023, an estimated $2.33M.
  • Bank of Montreal first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • Bank of Montreal's Credit Suisse Group position peaked at $6.8M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.