Bank of Montreal
MDWT

Bank of Montreal’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Bank of Montreal’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-61
Closed -$3K – 5175
2021
Q1 		$3K Buy
+61
New +$3.21K ﹤0.01% 4860

Other funds holding MDWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Bank of Montreal's MDWT Position: Q2 2021 in Review

Bank of Montreal sold out of Midwest Holding Inc. Common Stock (MDWT) in Q2 2021, closing a stake of 61 shares — an estimated $3K sold.

Bank of Montreal first reported a position in MDWT in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 31 funds tracked by Wall St. Rank hold MDWT as of Q2 2021.

  • Bank of Montreal reported no remaining Midwest Holding Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 61 Midwest Holding Inc. Common Stock shares in Q2 2021, an estimated $3K.
  • Bank of Montreal first reported a position in Midwest Holding Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Bank of Montreal's Midwest Holding Inc. Common Stock position peaked at $3K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.