Bank of Montreal
OB

Bank of Montreal’s Onebeacon Insurance Group Ltd OB Stock Holding History

Bank of Montreal’s Portfolio OB Stock Details OB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-560
Closed -$10K – 4514
2017
Q2 		$10K Hold
560
– – ﹤0.01% 3732
2017
Q1 		$9K Hold
560
– – ﹤0.01% 3598
2016
Q4 		$9K Hold
560
– – ﹤0.01% 3644
2016
Q3 		$8K Sell
560
-30
-5% -$424 ﹤0.01% 3625
2016
Q2 		$8K Sell
590
-1,605
-73% -$20.7K ﹤0.01% 3651
2016
Q1 		$28K Buy
2,195
+214
+11% +$2.73K ﹤0.01% 3269
2015
Q4 		$25K Sell
1,981
-104,145
-98% -$1.43M ﹤0.01% 3323
2015
Q3 		$1.49M Sell
106,126
-2,210
-2% -$32.3K ﹤0.01% 1411
2015
Q2 		$1.57M Buy
108,336
+2,269
+2% +$33.9K ﹤0.01% 1479
2015
Q1 		$1.61M Buy
106,067
+90,927
+601% +$1.42M ﹤0.01% 1443
2014
Q4 		$246K Sell
15,140
-6
-0% -$96 ﹤0.01% 2391
2014
Q3 		$234K Sell
15,146
-514
-3% -$8.08K ﹤0.01% 2462
2014
Q2 		$244K Buy
15,660
+560
+4% +$8.61K ﹤0.01% 2435
2014
Q1 		$233K Hold
15,100
– – ﹤0.01% 2435
2013
Q4 		$239K Hold
15,100
– – ﹤0.01% 2164
2013
Q3 		$223K Hold
15,100
– – ﹤0.01% 2195
2013
Q2 		$219K Buy
+15,100
New +$211K ﹤0.01% 2155

Other funds holding OB

NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bank of Montreal's OB Position: Q3 2017 in Review

Bank of Montreal sold out of Onebeacon Insurance Group Ltd (OB) in Q3 2017, closing a stake of 560 shares — an estimated $10K sold.

Bank of Montreal first reported a position in OB in Q2 2013 and held it in 17 quarters. The position peaked at $1.61M in Q1 2015. 3 funds tracked by Wall St. Rank hold OB as of Q3 2017.

  • Bank of Montreal reported no remaining Onebeacon Insurance Group Ltd position as of Q3 2017 after selling out during the quarter.
  • Bank of Montreal sold 560 Onebeacon Insurance Group Ltd shares in Q3 2017, an estimated $10K.
  • Bank of Montreal first reported a position in Onebeacon Insurance Group Ltd in Q2 2013 and held it in 17 quarters.
  • Bank of Montreal's Onebeacon Insurance Group Ltd position peaked at $1.61M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q3 2017.

Based on Bank of Montreal's 13F filing for Q3 2017, filed 16 Oct 2017.