Bank of Montreal
STFC

Bank of Montreal’s State Auto Financial Corp STFC Stock Holding History

Bank of Montreal’s Portfolio STFC Stock Details STFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,099
Closed -$22K – 5553
2021
Q1 		$22K Sell
1,099
-2,227
-67% -$40.9K ﹤0.01% 4022
2020
Q4 		$62K Sell
3,326
-2,438
-42% -$37K ﹤0.01% 3847
2020
Q3 		$78K Buy
5,764
+4,371
+314% +$69.8K ﹤0.01% 3227
2020
Q2 		$23K Buy
+1,393
New +$29.9K ﹤0.01% 3797
2020
Q1 		– Sell
-2,186
Closed -$68K – 5130
2019
Q4 		$68K Buy
2,186
+677
+45% +$21.8K ﹤0.01% 3691
2019
Q3 		$49K Buy
1,509
+52
+4% +$1.74K ﹤0.01% 3639
2019
Q2 		$51K Buy
+1,457
New +$49.5K ﹤0.01% 3686
2019
Q1 		– Sell
-236
Closed -$8K – 5116
2018
Q4 		$8K Buy
236
+121
+105% +$3.95K ﹤0.01% 3969
2018
Q3 		$4K Sell
115
-4
-3% -$125 ﹤0.01% 4206
2018
Q2 		$4K Buy
+119
New +$3.64K ﹤0.01% 4224
2017
Q3 		– Sell
-1,000
Closed -$26K – 4486
2017
Q2 		$26K Hold
1,000
– – ﹤0.01% 3445
2017
Q1 		$27K Hold
1,000
– – ﹤0.01% 3282
2016
Q4 		$26K Hold
1,000
– – ﹤0.01% 3325
2016
Q3 		$24K Hold
1,000
– – ﹤0.01% 3294
2016
Q2 		$22K Hold
1,000
– – ﹤0.01% 3358
2016
Q1 		$22K Hold
1,000
– – ﹤0.01% 3379
2015
Q4 		$21K Hold
1,000
– – ﹤0.01% 3382
2015
Q3 		$23K Buy
+1,000
New +$24.4K ﹤0.01% 3214
2014
Q3 		– Sell
-370
Closed -$9K – 4939
2014
Q2 		$9K Buy
+370
New +$8.06K ﹤0.01% 3949

Other funds holding STFC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's STFC Position: Q2 2021 in Review

Bank of Montreal sold out of State Auto Financial Corp (STFC) in Q2 2021, closing a stake of 1,099 shares — an estimated $22K sold.

Bank of Montreal first reported a position in STFC in Q2 2014 and held it in 19 quarters. The position peaked at $78K in Q3 2020. 80 funds tracked by Wall St. Rank hold STFC as of Q2 2021.

  • Bank of Montreal reported no remaining State Auto Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,099 State Auto Financial Corp shares in Q2 2021, an estimated $22K.
  • Bank of Montreal first reported a position in State Auto Financial Corp in Q2 2014 and held it in 19 quarters.
  • Bank of Montreal's State Auto Financial Corp position peaked at $78K in Q3 2020.
  • 80 funds tracked by Wall St. Rank held State Auto Financial Corp as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.