Bank of Montreal
FUBC

Bank of Montreal’s 1st United Bancorp (Florida) FUBC Stock Holding History

Bank of Montreal’s Portfolio FUBC Stock Details FUBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-750
Closed -$6K – 4868
2014
Q2 		$6K Buy
+750
New +$6.05K ﹤0.01% 4135

Other funds holding FUBC

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
LOM
Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Bank of Montreal sold out of 1st United Bancorp (Florida) (FUBC) in Q3 2014, closing a stake of 750 shares — an estimated $6K sold.

Bank of Montreal first reported a position in FUBC in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 78 funds tracked by Wall St. Rank hold FUBC as of Q3 2014.

  • Bank of Montreal reported no remaining 1st United Bancorp (Florida) position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 750 1st United Bancorp (Florida) shares in Q3 2014, an estimated $6K.
  • Bank of Montreal first reported a position in 1st United Bancorp (Florida) in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's 1st United Bancorp (Florida) position peaked at $6K in Q2 2014.
  • 78 funds tracked by Wall St. Rank held 1st United Bancorp (Florida) as of Q3 2014.

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