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
2016 Q2	–	Sell	-12,444	Closed	-$23K	–	4133
2016 Q1	$23K	Buy	+12,444	New	+$22.9K	﹤0.01%	3350

Other funds holding DSX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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.