Bank of Montreal
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Bank of Montreal’s Nuveen Municipal Income NMI Stock Holding History

Bank of Montreal’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-400
Closed -$4K – 4909
2019
Q2 		$4K Hold
400
– – ﹤0.01% 4698
2019
Q1 		$4K Buy
+400
New +$4.27K ﹤0.01% 4071

Other funds holding NMI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Bank of Montreal's NMI Position: Q3 2019 in Review

Bank of Montreal sold out of Nuveen Municipal Income (NMI) in Q3 2019, closing a stake of 400 shares — an estimated $4K sold.

Bank of Montreal first reported a position in NMI in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 26 funds tracked by Wall St. Rank hold NMI as of Q3 2019.

  • Bank of Montreal reported no remaining Nuveen Municipal Income position as of Q3 2019 after selling out during the quarter.
  • Bank of Montreal sold 400 Nuveen Municipal Income shares in Q3 2019, an estimated $4K.
  • Bank of Montreal first reported a position in Nuveen Municipal Income in Q1 2019 and held it in 2 quarters.
  • Bank of Montreal's Nuveen Municipal Income position peaked at $4K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2019.

Based on Bank of Montreal's 13F filing for Q3 2019, filed 8 Nov 2019.