Bank of Montreal
PDCE

Bank of Montreal’s PDC Energy, Inc. PDCE Stock Holding History

Bank of Montreal’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-273,200
Closed -$3.33M – 5169
2020
Q3 		$3.33M Sell
273,200
-406,800
-60% -$5.79M ﹤0.01% 1431
2020
Q2 		$8.85M Hold
680,000
– – 0.01% 891
2020
Q1 		$5.36M Hold
680,000
– – 0.01% 959
2019
Q4 		$17.8M Buy
+680,000
New +$16.3M 0.01% 724

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's PDCE Position: Q3 2023 in Review

Bank of Montreal sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 141,005 shares — an estimated $10M sold.

Bank of Montreal first reported a position in PDCE in Q2 2013 and held it in 41 quarters. The position peaked at $10M in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Bank of Montreal reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 141,005 PDC Energy, Inc. shares in Q3 2023, an estimated $10M.
  • Bank of Montreal first reported a position in PDC Energy, Inc. in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's PDC Energy, Inc. position peaked at $10M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.