Bank of Montreal
FUSB icon

Bank of Montreal’s First US Bancshares FUSB Stock Holding History

Bank of Montreal’s Portfolio FUSB Stock Details FUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$1K – 4811
2019
Q2 		$1K Hold
100
– – ﹤0.01% 4791
2019
Q1 		$1K Hold
100
– – ﹤0.01% 4204
2018
Q4 		$1K Sell
100
-6,000
-98% -$54.7K ﹤0.01% 4525
2018
Q3 		$66K Hold
6,100
– – ﹤0.01% 3269
2018
Q2 		$71K Hold
6,100
– – ﹤0.01% 3280
2018
Q1 		$70K Buy
6,100
+2,100
+53% +$25.5K ﹤0.01% 3098
2017
Q4 		$51K Buy
+4,000
New +$49K ﹤0.01% 3259
2015
Q4 		– Sell
-1,000
Closed -$8K – 4295
2015
Q3 		$8K Hold
1,000
– – ﹤0.01% 3533
2015
Q2 		$8K Buy
+1,000
New +$8.25K ﹤0.01% 3541

Other funds holding FUSB

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RFC
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William Blair & Company
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BCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bank of Montreal's FUSB Position: Q3 2019 in Review

Bank of Montreal sold out of First US Bancshares (FUSB) in Q3 2019, closing a stake of 100 shares — an estimated $1K sold.

Bank of Montreal first reported a position in FUSB in Q2 2015 and held it in 9 quarters. The position peaked at $71K in Q2 2018. 27 funds tracked by Wall St. Rank hold FUSB as of Q3 2019.

  • Bank of Montreal reported no remaining First US Bancshares position as of Q3 2019 after selling out during the quarter.
  • Bank of Montreal sold 100 First US Bancshares shares in Q3 2019, an estimated $1K.
  • Bank of Montreal first reported a position in First US Bancshares in Q2 2015 and held it in 9 quarters.
  • Bank of Montreal's First US Bancshares position peaked at $71K in Q2 2018.
  • 27 funds tracked by Wall St. Rank held First US Bancshares as of Q3 2019.

Based on Bank of Montreal's 13F filing for Q3 2019, filed 8 Nov 2019.