Bank of Montreal
NTL

Bank of Montreal’s Nortel Invesora 1/20 Ser B Shr NTL Stock Holding History

Bank of Montreal’s Portfolio NTL Stock Details NTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-70
Closed -$1K – 4022
2013
Q3 		$1K Hold
70
– – ﹤0.01% 3748
2013
Q2 		$1K Buy
+70
New +$1.16K ﹤0.01% 3622

Other funds holding NTL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's NTL Position: Q4 2013 in Review

Bank of Montreal sold out of Nortel Invesora 1/20 Ser B Shr (NTL) in Q4 2013, closing a stake of 70 shares — an estimated $1K sold.

Bank of Montreal first reported a position in NTL in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 16 funds tracked by Wall St. Rank hold NTL as of Q4 2013.

  • Bank of Montreal reported no remaining Nortel Invesora 1/20 Ser B Shr position as of Q4 2013 after selling out during the quarter.
  • Bank of Montreal sold 70 Nortel Invesora 1/20 Ser B Shr shares in Q4 2013, an estimated $1K.
  • Bank of Montreal first reported a position in Nortel Invesora 1/20 Ser B Shr in Q2 2013 and held it in 2 quarters.
  • Bank of Montreal's Nortel Invesora 1/20 Ser B Shr position peaked at $1K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held Nortel Invesora 1/20 Ser B Shr as of Q4 2013.

Based on Bank of Montreal's 13F filing for Q4 2013, filed 8 Jan 2014.