Bank of Montreal
MNRK

Bank of Montreal’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History

Bank of Montreal’s Portfolio MNRK Stock Details MNRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,671
Closed -$54K – 4388
2014
Q3 		$54K Sell
4,671
-65
-1% -$709 ﹤0.01% 3113
2014
Q2 		$51K Buy
4,736
+44
+0.9% +$462 ﹤0.01% 3198
2014
Q1 		$53K Hold
4,692
– – ﹤0.01% 3106
2013
Q4 		$53K Buy
4,692
+950
+25% +$9.96K ﹤0.01% 2841
2013
Q3 		$40K Buy
+3,742
New +$38.8K ﹤0.01% 2935

Other funds holding MNRK

MFAM
Motley Fool Asset Management Alexandria, Virginia $2.59B AUM 28.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of Montreal's MNRK Position: Q4 2014 in Review

Bank of Montreal sold out of MONARCH FINANCIAL HOLDINGS INC COM STK (MNRK) in Q4 2014, closing a stake of 4,671 shares — an estimated $54K sold.

Bank of Montreal first reported a position in MNRK in Q3 2013 and held it in 5 quarters. The position peaked at $54K in Q3 2014. 37 funds tracked by Wall St. Rank hold MNRK as of Q4 2014.

  • Bank of Montreal reported no remaining MONARCH FINANCIAL HOLDINGS INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Bank of Montreal sold 4,671 MONARCH FINANCIAL HOLDINGS INC COM STK shares in Q4 2014, an estimated $54K.
  • Bank of Montreal first reported a position in MONARCH FINANCIAL HOLDINGS INC COM STK in Q3 2013 and held it in 5 quarters.
  • Bank of Montreal's MONARCH FINANCIAL HOLDINGS INC COM STK position peaked at $54K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held MONARCH FINANCIAL HOLDINGS INC COM STK as of Q4 2014.

Based on Bank of Montreal's 13F filing for Q4 2014, filed 9 Feb 2015.