Bank of Montreal
EDE

Bank of Montreal’s Empire District Electric EDE Stock Holding History

Bank of Montreal’s Portfolio EDE Stock Details EDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,494
Closed -$119K – 4400
2016
Q4 		$119K Sell
3,494
-810
-19% -$27.7K ﹤0.01% 2751
2016
Q3 		$147K Sell
4,304
-2,034
-32% -$68.9K ﹤0.01% 2585
2016
Q2 		$215K Sell
6,338
-117
-2% -$3.93K ﹤0.01% 2443
2016
Q1 		$213K Sell
6,455
-89,304
-93% -$2.78M ﹤0.01% 2429
2015
Q4 		$2.69M Buy
+95,759
New +$2.27M ﹤0.01% 1273
2015
Q2 		– Sell
-10,274
Closed -$255K – 4369
2015
Q1 		$255K Buy
10,274
+2,698
+36% +$73.4K ﹤0.01% 2258
2014
Q4 		$225K Sell
7,576
-10,854
-59% -$300K ﹤0.01% 2429
2014
Q3 		$445K Sell
18,430
-1,070
-5% -$26.9K ﹤0.01% 2128
2014
Q2 		$501K Buy
19,500
+11,924
+157% +$289K ﹤0.01% 2088
2014
Q1 		$185K Buy
7,576
+2,299
+44% +$53.5K ﹤0.01% 2537
2013
Q4 		$120K Hold
5,277
– – ﹤0.01% 2463
2013
Q3 		$114K Hold
5,277
– – ﹤0.01% 2452
2013
Q2 		$117K Buy
+5,277
New +$118K ﹤0.01% 2374

Other funds holding EDE

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Bank of Montreal's EDE Position: Q1 2017 in Review

Bank of Montreal sold out of Empire District Electric (EDE) in Q1 2017, closing a stake of 3,494 shares — an estimated $119K sold.

Bank of Montreal first reported a position in EDE in Q2 2013 and held it in 13 quarters. The position peaked at $2.69M in Q4 2015. 1 fund tracked by Wall St. Rank holds EDE as of Q1 2017.

  • Bank of Montreal reported no remaining Empire District Electric position as of Q1 2017 after selling out during the quarter.
  • Bank of Montreal sold 3,494 Empire District Electric shares in Q1 2017, an estimated $119K.
  • Bank of Montreal first reported a position in Empire District Electric in Q2 2013 and held it in 13 quarters.
  • Bank of Montreal's Empire District Electric position peaked at $2.69M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held Empire District Electric as of Q1 2017.

Based on Bank of Montreal's 13F filing for Q1 2017, filed 11 Apr 2017.