Bank of Montreal
OFED

Bank of Montreal’s Oconee Federal Financial Corp. OFED Stock Holding History

Bank of Montreal’s Portfolio OFED Stock Details OFED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36
Closed -$1K – 5233
2021
Q1 		$1K Sell
36
-128
-78% -$3.17K ﹤0.01% 5022
2020
Q4 		$4K Buy
164
+116
+242% +$2.8K ﹤0.01% 4794
2020
Q3 		$1K Sell
48
-41
-46% -$1.03K ﹤0.01% 4728
2020
Q2 		$2K Buy
+89
New +$1.95K ﹤0.01% 4535
2019
Q3 		– Sell
-3
Closed – – 5062
2019
Q2 		$0 Buy
+3
New +$74 ﹤0.01% 5130
2019
Q1 		– Sell
-24
Closed -$1K – 4875
2018
Q4 		$1K Buy
24
+18
+300% +$458 ﹤0.01% 4585
2018
Q3 		$0 Sell
6
-1
-14% -$27 ﹤0.01% 4944
2018
Q2 		$0 Buy
+7
New +$202 ﹤0.01% 4917

Other funds holding OFED

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal's OFED Position: Q2 2021 in Review

Bank of Montreal sold out of Oconee Federal Financial Corp. (OFED) in Q2 2021, closing a stake of 36 shares — an estimated $1K sold.

Bank of Montreal first reported a position in OFED in Q2 2018 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 16 funds tracked by Wall St. Rank hold OFED as of Q2 2021.

  • Bank of Montreal reported no remaining Oconee Federal Financial Corp. position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 36 Oconee Federal Financial Corp. shares in Q2 2021, an estimated $1K.
  • Bank of Montreal first reported a position in Oconee Federal Financial Corp. in Q2 2018 and held it in 8 quarters.
  • Bank of Montreal's Oconee Federal Financial Corp. position peaked at $4K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Oconee Federal Financial Corp. as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.