Bank of Montreal
KCLI

Bank of Montreal’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Bank of Montreal’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-90
Closed -$4K – 4794
2014
Q2 		$4K Buy
+90
New +$3.92K ﹤0.01% 4334

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

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

Bank of Montreal sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q3 2014, closing a stake of 90 shares — an estimated $4K sold.

Bank of Montreal first reported a position in KCLI in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 61 funds tracked by Wall St. Rank hold KCLI as of Q3 2014.

  • Bank of Montreal reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 90 KANSAS CITY LIFE INS CO NEW (MO) shares in Q3 2014, an estimated $4K.
  • Bank of Montreal first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $4K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q3 2014.

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