Bank of Montreal
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Bank of Montreal’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Bank of Montreal’s Portfolio NIM Stock Details NIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,600
Closed -$27K – 4243
2016
Q1 		$27K Hold
2,600
– – ﹤0.01% 3277
2015
Q4 		$27K Buy
+2,600
New +$26.3K ﹤0.01% 3287

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AIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CBTWT
Community Bank & Trust (Waco, Texas) Waco, Texas $505M AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's NIM Position: Q2 2016 in Review

Bank of Montreal sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q2 2016, closing a stake of 2,600 shares — an estimated $27K sold.

Bank of Montreal first reported a position in NIM in Q4 2015 and held it in 2 quarters. The position peaked at $27K in Q1 2016. 32 funds tracked by Wall St. Rank hold NIM as of Q2 2016.

  • Bank of Montreal reported no remaining Nuveen Select Maturities Municipal Fund position as of Q2 2016 after selling out during the quarter.
  • Bank of Montreal sold 2,600 Nuveen Select Maturities Municipal Fund shares in Q2 2016, an estimated $27K.
  • Bank of Montreal first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2015 and held it in 2 quarters.
  • Bank of Montreal's Nuveen Select Maturities Municipal Fund position peaked at $27K in Q1 2016.
  • 32 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2016.

Based on Bank of Montreal's 13F filing for Q2 2016, filed 25 Jul 2016.