Bank of Montreal
PFBX

Bank of Montreal’s Peoples Financial Corp/MS PFBX Stock Holding History

Bank of Montreal’s Portfolio PFBX Stock Details PFBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-370
Closed -$4K – 4300
2016
Q3 		$4K Hold
370
– – ﹤0.01% 3778
2016
Q2 		$4K Hold
370
– – ﹤0.01% 3821
2016
Q1 		$3K Hold
370
– – ﹤0.01% 3945
2015
Q4 		$3K Hold
370
– – ﹤0.01% 3940
2015
Q3 		$4K Hold
370
– – ﹤0.01% 3713
2015
Q2 		$4K Hold
370
– – ﹤0.01% 3675
2015
Q1 		$4K Hold
370
– – ﹤0.01% 3691
2014
Q4 		$5K Hold
370
– – ﹤0.01% 3718
2014
Q3 		$5K Hold
370
– – ﹤0.01% 3812
2014
Q2 		$0 Hold
370
– – ﹤0.01% 4910
2014
Q1 		$5K Hold
370
– – ﹤0.01% 3810
2013
Q4 		$5K Hold
370
– – ﹤0.01% 3549
2013
Q3 		$4K Hold
370
– – ﹤0.01% 3623
2013
Q2 		$5K Buy
+370
New +$4.72K ﹤0.01% 3462

Other funds holding PFBX

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Bank of Montreal's PFBX Position: Q4 2016 in Review

Bank of Montreal sold out of Peoples Financial Corp/MS (PFBX) in Q4 2016, closing a stake of 370 shares — an estimated $4K sold.

Bank of Montreal first reported a position in PFBX in Q2 2013 and held it in 14 quarters. The position peaked at $5K in Q4 2014. 17 funds tracked by Wall St. Rank hold PFBX as of Q4 2016.

  • Bank of Montreal reported no remaining Peoples Financial Corp/MS position as of Q4 2016 after selling out during the quarter.
  • Bank of Montreal sold 370 Peoples Financial Corp/MS shares in Q4 2016, an estimated $4K.
  • Bank of Montreal first reported a position in Peoples Financial Corp/MS in Q2 2013 and held it in 14 quarters.
  • Bank of Montreal's Peoples Financial Corp/MS position peaked at $5K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Peoples Financial Corp/MS as of Q4 2016.

Based on Bank of Montreal's 13F filing for Q4 2016, filed 6 Feb 2017.