Bank of Montreal
NEWT icon

Bank of Montreal’s NewtekOne NEWT Stock Holding History

Bank of Montreal’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-29,575
Closed -$422K – 4142
2016
Q3 		$422K Hold
29,575
– – ﹤0.01% 2153
2016
Q2 		$376K Hold
29,575
– – ﹤0.01% 2202
2016
Q1 		$370K Buy
29,575
+3,575
+14% +$40.9K ﹤0.01% 2160
2015
Q4 		$372K Buy
+26,000
New +$405K ﹤0.01% 2107

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal's NEWT Position: Q4 2016 in Review

Bank of Montreal sold out of NewtekOne (NEWT) in Q4 2016, closing a stake of 29,575 shares — an estimated $422K sold.

Bank of Montreal first reported a position in NEWT in Q4 2015 and held it in 4 quarters. The position peaked at $422K in Q3 2016. 49 funds tracked by Wall St. Rank hold NEWT as of Q4 2016.

  • Bank of Montreal reported no remaining NewtekOne position as of Q4 2016 after selling out during the quarter.
  • Bank of Montreal sold 29,575 NewtekOne shares in Q4 2016, an estimated $422K.
  • Bank of Montreal first reported a position in NewtekOne in Q4 2015 and held it in 4 quarters.
  • Bank of Montreal's NewtekOne position peaked at $422K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held NewtekOne as of Q4 2016.

Based on Bank of Montreal's 13F filing for Q4 2016, filed 6 Feb 2017.