Bank of Montreal
FRM

Bank of Montreal’s FURMANITE CORPORATION COM FRM Stock Holding History

Bank of Montreal’s Portfolio FRM Stock Details FRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-27,813
Closed -$324K – 4784
2014
Q2 		$324K Sell
27,813
-2,565
-8% -$27K ﹤0.01% 2305
2014
Q1 		$298K Hold
30,378
– – ﹤0.01% 2332
2013
Q4 		$323K Buy
+30,378
New +$322K ﹤0.01% 2028

Other funds holding FRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

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

Bank of Montreal sold out of FURMANITE CORPORATION COM (FRM) in Q3 2014, closing a stake of 27,813 shares — an estimated $324K sold.

Bank of Montreal first reported a position in FRM in Q4 2013 and held it in 3 quarters. The position peaked at $324K in Q2 2014. 107 funds tracked by Wall St. Rank hold FRM as of Q3 2014.

  • Bank of Montreal reported no remaining FURMANITE CORPORATION COM position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 27,813 FURMANITE CORPORATION COM shares in Q3 2014, an estimated $324K.
  • Bank of Montreal first reported a position in FURMANITE CORPORATION COM in Q4 2013 and held it in 3 quarters.
  • Bank of Montreal's FURMANITE CORPORATION COM position peaked at $324K in Q2 2014.
  • 107 funds tracked by Wall St. Rank held FURMANITE CORPORATION COM as of Q3 2014.

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