Bank of Montreal
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Bank of Montreal’s Diana Shipping DSX Stock Holding History

Bank of Montreal’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-78,030
Closed -$181K – 4773
2019
Q2 		$181K Buy
+78,030
New +$171K ﹤0.01% 2979
2017
Q1 		– Sell
-715
Closed -$2K – 4021
2016
Q4 		$2K Hold
715
– – ﹤0.01% 3879
2016
Q3 		$1K Sell
715
-178,791
-100% -$328K ﹤0.01% 3920
2016
Q2 		$305K Sell
179,506
-12,730
-7% -$23.8K ﹤0.01% 2275
2016
Q1 		$359K Buy
192,236
+12,444
+7% +$22.9K ﹤0.01% 2172
2015
Q4 		$547K Buy
179,792
+178,791
+17,861% +$678K ﹤0.01% 1954
2015
Q3 		$5K Hold
1,001
– – ﹤0.01% 3634
2015
Q2 		$5K Hold
1,001
– – ﹤0.01% 3624
2015
Q1 		$4K Sell
1,001
-2,174
-68% -$10.2K ﹤0.01% 3665
2014
Q4 		$15K Sell
3,175
-2,117
-40% -$11.4K ﹤0.01% 3437
2014
Q3 		$33K Hold
5,292
– – ﹤0.01% 3284
2014
Q2 		$41K Hold
5,292
– – ﹤0.01% 3283
2014
Q1 		$44K Hold
5,292
– – ﹤0.01% 3173
2013
Q4 		$49K Hold
5,292
– – ﹤0.01% 2872
2013
Q3 		$44K Buy
5,292
+2,431
+85% +$18.6K ﹤0.01% 2880
2013
Q2 		$20K Buy
+2,861
New +$19.6K ﹤0.01% 3080

Other funds holding DSX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Bank of Montreal's DSX Position: Q3 2019 in Review

Bank of Montreal sold out of Diana Shipping (DSX) in Q3 2019, closing a stake of 78,030 shares — an estimated $181K sold.

Bank of Montreal first reported a position in DSX in Q2 2013 and held it in 16 quarters. The position peaked at $547K in Q4 2015. 49 funds tracked by Wall St. Rank hold DSX as of Q3 2019.

  • Bank of Montreal reported no remaining Diana Shipping position as of Q3 2019 after selling out during the quarter.
  • Bank of Montreal sold 78,030 Diana Shipping shares in Q3 2019, an estimated $181K.
  • Bank of Montreal first reported a position in Diana Shipping in Q2 2013 and held it in 16 quarters.
  • Bank of Montreal's Diana Shipping position peaked at $547K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held Diana Shipping as of Q3 2019.

Based on Bank of Montreal's 13F filing for Q3 2019, filed 8 Nov 2019.