Bank of Montreal
STJ

Bank of Montreal’s St Jude Medical STJ Stock Holding History

Bank of Montreal’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-517,224
Closed -$41M – 4366
2016
Q4 		$41M Buy
517,224
+235,735
+84% +$18.7M 0.04% 352
2016
Q3 		$22.5M Buy
281,489
+18,654
+7% +$1.51M 0.02% 516
2016
Q2 		$20.5M Sell
262,835
-59,793
-19% -$4.26M 0.02% 539
2016
Q1 		$17.7M Sell
322,628
-39,811
-11% -$2.17M 0.02% 535
2015
Q4 		$22.4M Sell
362,439
-41,372
-10% -$2.61M 0.03% 441
2015
Q3 		$25.5M Sell
403,811
-26,662
-6% -$1.9M 0.04% 385
2015
Q2 		$31.5M Sell
430,473
-28,899
-6% -$2.09M 0.04% 386
2015
Q1 		$30M Sell
459,372
-525,907
-53% -$35M 0.03% 393
2014
Q4 		$64.1M Buy
985,279
+99,002
+11% +$6.38M 0.07% 231
2014
Q3 		$53.3M Buy
886,277
+203,711
+30% +$13.3M 0.06% 268
2014
Q2 		$47.3M Buy
682,566
+559,556
+455% +$36.3M 0.05% 271
2014
Q1 		$8.04M Buy
123,010
+61,749
+101% +$4.02M 0.01% 751
2013
Q4 		$3.79M Buy
61,261
+4,305
+8% +$249K 0.01% 930
2013
Q3 		$3.06M Buy
56,956
+1,170
+2% +$60.3K ﹤0.01% 970
2013
Q2 		$2.54M Buy
+55,786
New +$2.42M ﹤0.01% 995

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Bank of Montreal's STJ Position: Q1 2017 in Review

Bank of Montreal sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 517,224 shares — an estimated $41M sold.

Bank of Montreal first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $64.1M in Q4 2014. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Bank of Montreal reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Bank of Montreal sold 517,224 St Jude Medical shares in Q1 2017, an estimated $41M.
  • Bank of Montreal first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Bank of Montreal's St Jude Medical position peaked at $64.1M in Q4 2014.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Bank of Montreal's 13F filing for Q1 2017, filed 11 Apr 2017.