Bank of Montreal
JRCC

Bank of Montreal’s JAMES RIVER COAL NEW JRCC Stock Holding History

Bank of Montreal’s Portfolio JRCC Stock Details JRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,100
Closed -$11K – 4081
2013
Q2 		$11K Buy
+6,100
New +$13.2K ﹤0.01% 3276

Other funds holding JRCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal's JRCC Position: Q3 2013 in Review

Bank of Montreal sold out of JAMES RIVER COAL NEW (JRCC) in Q3 2013, closing a stake of 6,100 shares — an estimated $11K sold.

Bank of Montreal first reported a position in JRCC in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 57 funds tracked by Wall St. Rank hold JRCC as of Q3 2013.

  • Bank of Montreal reported no remaining JAMES RIVER COAL NEW position as of Q3 2013 after selling out during the quarter.
  • Bank of Montreal sold 6,100 JAMES RIVER COAL NEW shares in Q3 2013, an estimated $11K.
  • Bank of Montreal first reported a position in JAMES RIVER COAL NEW in Q2 2013 and held it in 1 quarter.
  • Bank of Montreal's JAMES RIVER COAL NEW position peaked at $11K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held JAMES RIVER COAL NEW as of Q3 2013.

Based on Bank of Montreal's 13F filing for Q3 2013, filed 14 Nov 2013.