Bank of Montreal’s Starwood Waypoint Homes SFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-77,000
| Closed | -$2.8M | – | 4487 |
|
|
2017
Q3 | $2.8M | Buy |
77,000
+62,500
| +431% | +$2.23M | ﹤0.01% | 1446 |
|
|
2017
Q2 | $497K | Buy |
+14,500
| New | +$500K | ﹤0.01% | 2279 |
|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$98K | – | 4325 |
|
|
2016
Q4 | $98K | Buy |
3,200
+1,800
| +129% | +$52.3K | ﹤0.01% | 2852 |
|
|
2016
Q3 | $40K | Hold |
1,400
| – | – | ﹤0.01% | 3119 |
|
|
2016
Q2 | $43K | Sell |
1,400
-617
| -31% | -$16.4K | ﹤0.01% | 3114 |
|
|
2016
Q1 | $50K | Buy |
2,017
+1,899
| +1,609% | +$42.5K | ﹤0.01% | 3053 |
|
|
2015
Q4 | $3K | Sell |
118
-1,121
| -90% | -$26.6K | ﹤0.01% | 3944 |
|
|
2015
Q3 | $30K | Buy |
+1,239
| New | +$30.4K | ﹤0.01% | 3108 |
|
|
2015
Q1 | – | Sell |
-470
| Closed | -$12K | – | 4323 |
|
|
2014
Q4 | $12K | Hold |
470
| – | – | ﹤0.01% | 3514 |
|
|
2014
Q3 | $12K | Hold |
470
| – | – | ﹤0.01% | 3619 |
|
|
2014
Q2 | $12K | Sell |
470
-1,636
| -78% | -$44.6K | ﹤0.01% | 3811 |
|
|
2014
Q1 | $61K | Buy |
+2,106
| New | +$59.4K | ﹤0.01% | 3042 |
|
Bank of Montreal's SFR Position: Q4 2017 in Review
Bank of Montreal sold out of Starwood Waypoint Homes (SFR) in Q4 2017, closing a stake of 77,000 shares — an estimated $2.8M sold.
Bank of Montreal first reported a position in SFR in Q1 2014 and held it in 12 quarters. The position peaked at $2.8M in Q3 2017. 1 fund tracked by Wall St. Rank holds SFR as of Q4 2017.
- Bank of Montreal reported no remaining Starwood Waypoint Homes position as of Q4 2017 after selling out during the quarter.
- Bank of Montreal sold 77,000 Starwood Waypoint Homes shares in Q4 2017, an estimated $2.8M.
- Bank of Montreal first reported a position in Starwood Waypoint Homes in Q1 2014 and held it in 12 quarters.
- Bank of Montreal's Starwood Waypoint Homes position peaked at $2.8M in Q3 2017.
- 1 fund tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2017.
Based on Bank of Montreal's 13F filing for Q4 2017, filed 16 Jan 2018.