Bank of Montreal
SHSP

Bank of Montreal’s SharpSpring, Inc. SHSP Stock Holding History

Bank of Montreal’s Portfolio SHSP Stock Details SHSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,277
Closed -$15K – 4988
2019
Q4 		$15K Buy
1,277
+380
+42% +$3.87K ﹤0.01% 4456
2019
Q3 		$9K Buy
897
+182
+25% +$2.01K ﹤0.01% 4464
2019
Q2 		$9K Buy
+715
New +$12K ﹤0.01% 4581

Other funds holding SHSP

CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Bank of Montreal's SHSP Position: Q1 2020 in Review

Bank of Montreal sold out of SharpSpring, Inc. (SHSP) in Q1 2020, closing a stake of 1,277 shares — an estimated $15K sold.

Bank of Montreal first reported a position in SHSP in Q2 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 45 funds tracked by Wall St. Rank hold SHSP as of Q1 2020.

  • Bank of Montreal reported no remaining SharpSpring, Inc. position as of Q1 2020 after selling out during the quarter.
  • Bank of Montreal sold 1,277 SharpSpring, Inc. shares in Q1 2020, an estimated $15K.
  • Bank of Montreal first reported a position in SharpSpring, Inc. in Q2 2019 and held it in 3 quarters.
  • Bank of Montreal's SharpSpring, Inc. position peaked at $15K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q1 2020.

Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.