Bank of Montreal
PWP

Bank of Montreal’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Bank of Montreal’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-257
Closed -$7K – 4415
2015
Q2 		$7K Buy
+257
New +$7K ﹤0.01% 3583

Other funds holding PWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal's PWP Position: Q3 2015 in Review

Bank of Montreal sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q3 2015, closing a stake of 257 shares — an estimated $7K sold.

Bank of Montreal first reported a position in PWP in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 23 funds tracked by Wall St. Rank hold PWP as of Q3 2015.

  • Bank of Montreal reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q3 2015 after selling out during the quarter.
  • Bank of Montreal sold 257 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q3 2015, an estimated $7K.
  • Bank of Montreal first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2015 and held it in 1 quarter.
  • Bank of Montreal's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $7K in Q2 2015.
  • 23 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q3 2015.

Based on Bank of Montreal's 13F filing for Q3 2015, filed 12 Nov 2015.