Bank of Montreal’s WINTHROP REALTY TRUST SHS BENE INT (NEW) FUR Stock Holding History

Bank of Montreal’s Portfolio FUR Stock Details FUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-16,389	Closed	-$213K	–	4567
2015 Q4	$213K	Sell	16,389 -203	-1%	-$2.83K	﹤0.01%	2392
2015 Q3	$238K	Sell	16,592 -1,227	-7%	-$18K	﹤0.01%	2181
2015 Q2	$270K	Buy	17,819 +2,114	+13%	+$34.1K	﹤0.01%	2272
2015 Q1	$257K	Buy	15,705 +34	+0.2%	+$546	﹤0.01%	2256
2014 Q4	$245K	Sell	15,671 -613	-4%	-$10.1K	﹤0.01%	2393
2014 Q3	$246K	Sell	16,284 -1,141	-7%	-$17.3K	﹤0.01%	2438
2014 Q2	$267K	Sell	17,425 -25,483	-59%	-$352K	﹤0.01%	2398
2014 Q1	$497K	Buy	42,908 +634	+1%	+$7.24K	﹤0.01%	2055
2013 Q4	$467K	Buy	42,274 +3,818	+10%	+$43.3K	﹤0.01%	1849
2013 Q3	$429K	Buy	+38,456	New	+$476K	﹤0.01%	1880

Other funds holding FUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

KFM

KG Funds Management New York $855M AUM 22.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Bank of Montreal's FUR Position: Q1 2016 in Review

Bank of Montreal sold out of WINTHROP REALTY TRUST SHS BENE INT (NEW) (FUR) in Q1 2016, closing a stake of 16,389 shares — an estimated $213K sold.

Bank of Montreal first reported a position in FUR in Q3 2013 and held it in 10 quarters. The position peaked at $497K in Q1 2014. 112 funds tracked by Wall St. Rank hold FUR as of Q1 2016.

Bank of Montreal reported no remaining WINTHROP REALTY TRUST SHS BENE INT (NEW) position as of Q1 2016 after selling out during the quarter.
Bank of Montreal sold 16,389 WINTHROP REALTY TRUST SHS BENE INT (NEW) shares in Q1 2016, an estimated $213K.
Bank of Montreal first reported a position in WINTHROP REALTY TRUST SHS BENE INT (NEW) in Q3 2013 and held it in 10 quarters.
Bank of Montreal's WINTHROP REALTY TRUST SHS BENE INT (NEW) position peaked at $497K in Q1 2014.
112 funds tracked by Wall St. Rank held WINTHROP REALTY TRUST SHS BENE INT (NEW) as of Q1 2016.

Based on Bank of Montreal's 13F filing for Q1 2016, filed 29 Apr 2016.