Bank of Montreal
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Bank of Montreal’s Marchex MCHX Stock Holding History

Bank of Montreal’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,637
Closed -$18K – 4441
2019
Q4 		$18K Buy
4,637
+1,489
+47% +$5.35K ﹤0.01% 4367
2019
Q3 		$10K Buy
3,148
+254
+9% +$978 ﹤0.01% 4414
2019
Q2 		$14K Buy
+2,894
New +$13.8K ﹤0.01% 4374
2016
Q2 		– Sell
-36,125
Closed -$161K – 4228
2016
Q1 		$161K Hold
36,125
– – ﹤0.01% 2587
2015
Q4 		$141K Buy
36,125
+2,065
+6% +$8.58K ﹤0.01% 2611
2015
Q3 		$137K Buy
34,060
+8,275
+32% +$35.1K ﹤0.01% 2448
2015
Q2 		$128K Buy
25,785
+10,160
+65% +$47.6K ﹤0.01% 2616
2015
Q1 		$64K Buy
+15,625
New +$66K ﹤0.01% 2820
2014
Q3 		– Sell
-640
Closed -$8K – 4241
2014
Q2 		$8K Buy
+640
New +$6.74K ﹤0.01% 3965

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of Montreal's MCHX Position: Q1 2020 in Review

Bank of Montreal sold out of Marchex (MCHX) in Q1 2020, closing a stake of 4,637 shares — an estimated $18K sold.

Bank of Montreal first reported a position in MCHX in Q2 2014 and held it in 9 quarters. The position peaked at $161K in Q1 2016. 76 funds tracked by Wall St. Rank hold MCHX as of Q1 2020.

  • Bank of Montreal reported no remaining Marchex position as of Q1 2020 after selling out during the quarter.
  • Bank of Montreal sold 4,637 Marchex shares in Q1 2020, an estimated $18K.
  • Bank of Montreal first reported a position in Marchex in Q2 2014 and held it in 9 quarters.
  • Bank of Montreal's Marchex position peaked at $161K in Q1 2016.
  • 76 funds tracked by Wall St. Rank held Marchex as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.