Bank of Montreal
FMD

Bank of Montreal’s FIRST MARBLEHEAD CORP COM STK NEW (DE) FMD Stock Holding History

Bank of Montreal’s Portfolio FMD Stock Details FMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-634
Closed -$3K – 4752
2014
Q2 		$3K Buy
+634
New +$3.12K ﹤0.01% 4440

Other funds holding FMD

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of Montreal's FMD Position: Q3 2014 in Review

Bank of Montreal sold out of FIRST MARBLEHEAD CORP COM STK NEW (DE) (FMD) in Q3 2014, closing a stake of 634 shares — an estimated $3K sold.

Bank of Montreal first reported a position in FMD in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 41 funds tracked by Wall St. Rank hold FMD as of Q3 2014.

  • Bank of Montreal reported no remaining FIRST MARBLEHEAD CORP COM STK NEW (DE) position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 634 FIRST MARBLEHEAD CORP COM STK NEW (DE) shares in Q3 2014, an estimated $3K.
  • Bank of Montreal first reported a position in FIRST MARBLEHEAD CORP COM STK NEW (DE) in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's FIRST MARBLEHEAD CORP COM STK NEW (DE) position peaked at $3K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held FIRST MARBLEHEAD CORP COM STK NEW (DE) as of Q3 2014.

Based on Bank of Montreal's 13F filing for Q3 2014, filed 7 Nov 2014.