Bank of Montreal
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Bank of Montreal’s Nuwellis NUWE Stock Holding History

Bank of Montreal’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Hold
0
– -$46K – 4844
2018
Q2 		– Hold
0
– – – 3439
2018
Q1 		– Hold
0
– – – 3101
2017
Q4 		– Hold
0
– – – 3255
2014
Q1 		– Hold
0
– -$10K – 4108
2013
Q4 		– Hold
0
– – – 3409
2013
Q3 		– Hold
0
– – – 3377
2013
Q2 		– Hold
0
– – – 3443

Other funds holding NUWE

SM
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WC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return