Bank of Montreal
SGBK

Bank of Montreal’s Stonegate Bank SGBK Stock Holding History

Bank of Montreal’s Portfolio SGBK Stock Details SGBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,394
Closed -$156K – 4434
2017
Q2 		$156K Hold
3,394
– – ﹤0.01% 2785
2017
Q1 		$160K Hold
3,394
– – ﹤0.01% 2593
2016
Q4 		$132K Buy
3,394
+674
+25% +$25.5K ﹤0.01% 2706
2016
Q3 		$92K Hold
2,720
– – ﹤0.01% 2831
2016
Q2 		$88K Buy
+2,720
New +$84.6K ﹤0.01% 2861

Other funds holding SGBK

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Bank of Montreal's SGBK Position: Q3 2017 in Review

Bank of Montreal sold out of Stonegate Bank (SGBK) in Q3 2017, closing a stake of 3,394 shares — an estimated $156K sold.

Bank of Montreal first reported a position in SGBK in Q2 2016 and held it in 5 quarters. The position peaked at $160K in Q1 2017. 1 fund tracked by Wall St. Rank holds SGBK as of Q3 2017.

  • Bank of Montreal reported no remaining Stonegate Bank position as of Q3 2017 after selling out during the quarter.
  • Bank of Montreal sold 3,394 Stonegate Bank shares in Q3 2017, an estimated $156K.
  • Bank of Montreal first reported a position in Stonegate Bank in Q2 2016 and held it in 5 quarters.
  • Bank of Montreal's Stonegate Bank position peaked at $160K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Stonegate Bank as of Q3 2017.

Based on Bank of Montreal's 13F filing for Q3 2017, filed 16 Oct 2017.