Bank of Montreal
EMX

Bank of Montreal’s EMX Royalty EMX Stock Holding History

Bank of Montreal’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$3K – 4030
2021
Q1 		$3K Hold
1,000
– – ﹤0.01% 4813
2020
Q4 		$3K Buy
+1,000
New +$2.9K ﹤0.01% 4805

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal's EMX Position: Q2 2021 in Review

Bank of Montreal sold out of EMX Royalty (EMX) in Q2 2021, closing a stake of 1,000 shares — an estimated $3K sold.

Bank of Montreal first reported a position in EMX in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 38 funds tracked by Wall St. Rank hold EMX as of Q2 2021.

  • Bank of Montreal reported no remaining EMX Royalty position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,000 EMX Royalty shares in Q2 2021, an estimated $3K.
  • Bank of Montreal first reported a position in EMX Royalty in Q4 2020 and held it in 2 quarters.
  • Bank of Montreal's EMX Royalty position peaked at $3K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held EMX Royalty as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.