Bank of Montreal
RATE

Bank of Montreal’s Bankrate Inc RATE Stock Holding History

Bank of Montreal’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-122
Closed -$1K – 4496
2016
Q1 		$1K Hold
122
– – ﹤0.01% 4145
2015
Q4 		$2K Buy
+122
New +$1.61K ﹤0.01% 4028
2014
Q3 		– Sell
-1,180
Closed -$21K – 4676
2014
Q2 		$21K Buy
+1,180
New +$19.3K ﹤0.01% 3573

Other funds holding RATE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Bank of Montreal sold out of Bankrate Inc (RATE) in Q2 2016, closing a stake of 122 shares — an estimated $1K sold.

Bank of Montreal first reported a position in RATE in Q2 2014 and held it in 3 quarters. The position peaked at $21K in Q2 2014. 135 funds tracked by Wall St. Rank hold RATE as of Q2 2016.

  • Bank of Montreal reported no remaining Bankrate Inc position as of Q2 2016 after selling out during the quarter.
  • Bank of Montreal sold 122 Bankrate Inc shares in Q2 2016, an estimated $1K.
  • Bank of Montreal first reported a position in Bankrate Inc in Q2 2014 and held it in 3 quarters.
  • Bank of Montreal's Bankrate Inc position peaked at $21K in Q2 2014.
  • 135 funds tracked by Wall St. Rank held Bankrate Inc as of Q2 2016.

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