Bank of Montreal’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-82,515
| Closed | -$9.4M | – | 4596 |
|
|
2015
Q4 | $9.4M | Buy |
82,515
+81,057
| +5,559% | +$9.25M | 0.01% | 747 |
|
|
2015
Q3 | $166K | Buy |
1,458
+76
| +5% | +$7.96K | ﹤0.01% | 2349 |
|
|
2015
Q2 | $104K | Buy |
1,382
+100
| +8% | +$7.36K | ﹤0.01% | 2735 |
|
|
2015
Q1 | $88K | Buy |
1,282
+127
| +11% | +$8.45K | ﹤0.01% | 2688 |
|
|
2014
Q4 | $80K | Sell |
1,155
-166
| -13% | -$11.1K | ﹤0.01% | 2874 |
|
|
2014
Q3 | $84K | Sell |
1,321
-2,591
| -66% | -$164K | ﹤0.01% | 2906 |
|
|
2014
Q2 | $250K | Sell |
3,912
-2,016
| -34% | -$125K | ﹤0.01% | 2427 |
|
|
2014
Q1 | $396K | Buy |
5,928
+103
| +2% | +$6.8K | ﹤0.01% | 2179 |
|
|
2013
Q4 | $385K | Sell |
5,825
-579
| -9% | -$35.7K | ﹤0.01% | 1928 |
|
|
2013
Q3 | $353K | Sell |
6,404
-1,388
| -18% | -$74.3K | ﹤0.01% | 1972 |
|
|
2013
Q2 | $385K | Buy |
+7,792
| New | +$344K | ﹤0.01% | 1874 |
|
Bank of Montreal's SFG Position: Q1 2016 in Review
Bank of Montreal sold out of STANCORP FINL GRP (SFG) in Q1 2016, closing a stake of 82,515 shares — an estimated $9.4M sold.
Bank of Montreal first reported a position in SFG in Q2 2013 and held it in 11 quarters. The position peaked at $9.4M in Q4 2015. 0 funds tracked by Wall St. Rank hold SFG as of Q1 2016.
- Bank of Montreal reported no remaining STANCORP FINL GRP position as of Q1 2016 after selling out during the quarter.
- Bank of Montreal sold 82,515 STANCORP FINL GRP shares in Q1 2016, an estimated $9.4M.
- Bank of Montreal first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 11 quarters.
- Bank of Montreal's STANCORP FINL GRP position peaked at $9.4M in Q4 2015.
- 0 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q1 2016.
Based on Bank of Montreal's 13F filing for Q1 2016, filed 29 Apr 2016.