Bank of Montreal
IBCA

Bank of Montreal’s INTERVEST BANCSHARES CORP COM IBCA Stock Holding History

Bank of Montreal’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,367
Closed -$49K – 4849
2014
Q2 		$49K Buy
6,367
+440
+7% +$3.29K ﹤0.01% 3214
2014
Q1 		$44K Sell
5,927
-153
-3% -$1.15K ﹤0.01% 3181
2013
Q4 		$46K Hold
6,080
– – ﹤0.01% 2912
2013
Q3 		$48K Buy
+6,080
New +$43.8K ﹤0.01% 2852

Other funds holding IBCA

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Bank of Montreal sold out of INTERVEST BANCSHARES CORP COM (IBCA) in Q3 2014, closing a stake of 6,367 shares — an estimated $49K sold.

Bank of Montreal first reported a position in IBCA in Q3 2013 and held it in 4 quarters. The position peaked at $49K in Q2 2014. 56 funds tracked by Wall St. Rank hold IBCA as of Q3 2014.

  • Bank of Montreal reported no remaining INTERVEST BANCSHARES CORP COM position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 6,367 INTERVEST BANCSHARES CORP COM shares in Q3 2014, an estimated $49K.
  • Bank of Montreal first reported a position in INTERVEST BANCSHARES CORP COM in Q3 2013 and held it in 4 quarters.
  • Bank of Montreal's INTERVEST BANCSHARES CORP COM position peaked at $49K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held INTERVEST BANCSHARES CORP COM as of Q3 2014.

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