Bank of Montreal
NDP

Bank of Montreal’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Bank of Montreal’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-48
Closed -$5K – 4894
2018
Q3 		$5K Sell
48
-148
-76% -$15.1K ﹤0.01% 4130
2018
Q2 		$20K Buy
+196
New +$19.3K ﹤0.01% 3748

Other funds holding NDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal's NDP Position: Q4 2018 in Review

Bank of Montreal sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q4 2018, closing a stake of 48 shares — an estimated $5K sold.

Bank of Montreal first reported a position in NDP in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 36 funds tracked by Wall St. Rank hold NDP as of Q4 2018.

  • Bank of Montreal reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q4 2018 after selling out during the quarter.
  • Bank of Montreal sold 48 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q4 2018, an estimated $5K.
  • Bank of Montreal first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q2 2018 and held it in 2 quarters.
  • Bank of Montreal's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $20K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q4 2018.

Based on Bank of Montreal's 13F filing for Q4 2018, filed 22 Jan 2019.