Bank of Montreal
PSIX

Bank of Montreal’s Power Solutions International PSIX Stock Holding History

Bank of Montreal’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-23
Closed – – 4357
2016
Q1 		$0 Hold
23
– – ﹤0.01% 4430
2015
Q4 		$0 Hold
23
– – ﹤0.01% 4457
2015
Q3 		$1K Hold
23
– – ﹤0.01% 3900
2015
Q2 		$1K Sell
23
-55
-71% -$3.24K ﹤0.01% 3861
2015
Q1 		$5K Buy
78
+55
+239% +$2.87K ﹤0.01% 3639
2014
Q4 		$1K Buy
+23
New +$1.36K ﹤0.01% 3937
2014
Q3 		– Sell
-50
Closed -$4K – 4457
2014
Q2 		$4K Buy
+50
New +$3.84K ﹤0.01% 4295
2013
Q4 		– Sell
-5,438
Closed -$321K – 3955
2013
Q3 		$321K Buy
+5,438
New +$265K ﹤0.01% 2015

Other funds holding PSIX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Bank of Montreal's PSIX Position: Q2 2016 in Review

Bank of Montreal sold out of Power Solutions International (PSIX) in Q2 2016, closing a stake of 23 shares.

Bank of Montreal first reported a position in PSIX in Q3 2013 and held it in 8 quarters. The position peaked at $321K in Q3 2013. 54 funds tracked by Wall St. Rank hold PSIX as of Q2 2016.

  • Bank of Montreal reported no remaining Power Solutions International position as of Q2 2016 after selling out during the quarter.
  • Bank of Montreal sold 23 Power Solutions International shares in Q2 2016.
  • Bank of Montreal first reported a position in Power Solutions International in Q3 2013 and held it in 8 quarters.
  • Bank of Montreal's Power Solutions International position peaked at $321K in Q3 2013.
  • 54 funds tracked by Wall St. Rank held Power Solutions International as of Q2 2016.

Based on Bank of Montreal's 13F filing for Q2 2016, filed 25 Jul 2016.