Bank of Montreal
MYFW icon

Bank of Montreal’s First Western Financial MYFW Stock Holding History

Bank of Montreal’s Portfolio MYFW Stock Details MYFW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-219
Closed -$6K – 4484
2021
Q1 		$6K Sell
219
-787
-78% -$16.5K ﹤0.01% 4581
2020
Q4 		$21K Buy
1,006
+715
+246% +$11.6K ﹤0.01% 4400
2020
Q3 		$4K Sell
291
-236
-45% -$3.23K ﹤0.01% 4515
2020
Q2 		$7K Buy
+527
New +$7.06K ﹤0.01% 4333
2018
Q4 		– Sell
-19,514
Closed -$341K – 4785
2018
Q3 		$341K Buy
+19,514
New +$346K ﹤0.01% 2500

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of Montreal sold out of First Western Financial (MYFW) in Q2 2021, closing a stake of 219 shares — an estimated $6K sold.

Bank of Montreal first reported a position in MYFW in Q3 2018 and held it in 5 quarters. The position peaked at $341K in Q3 2018. 50 funds tracked by Wall St. Rank hold MYFW as of Q2 2021.

  • Bank of Montreal reported no remaining First Western Financial position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 219 First Western Financial shares in Q2 2021, an estimated $6K.
  • Bank of Montreal first reported a position in First Western Financial in Q3 2018 and held it in 5 quarters.
  • Bank of Montreal's First Western Financial position peaked at $341K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held First Western Financial as of Q2 2021.

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