Bank of Montreal
TRIT

Bank of Montreal’s TRI-TECH HLDG INC ORD SHS (KY) TRIT Stock Holding History

Bank of Montreal’s Portfolio TRIT Stock Details TRIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-600
Closed -$1K – 4322
2013
Q4 		$1K Hold
600
– – ﹤0.01% 3705
2013
Q3 		$1K Hold
600
– – ﹤0.01% 3771
2013
Q2 		$1K Buy
+600
New +$939 ﹤0.01% 3645

Other funds holding TRIT

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's TRIT Position: Q1 2014 in Review

Bank of Montreal sold out of TRI-TECH HLDG INC ORD SHS (KY) (TRIT) in Q1 2014, closing a stake of 600 shares — an estimated $1K sold.

Bank of Montreal first reported a position in TRIT in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 9 funds tracked by Wall St. Rank hold TRIT as of Q1 2014.

  • Bank of Montreal reported no remaining TRI-TECH HLDG INC ORD SHS (KY) position as of Q1 2014 after selling out during the quarter.
  • Bank of Montreal sold 600 TRI-TECH HLDG INC ORD SHS (KY) shares in Q1 2014, an estimated $1K.
  • Bank of Montreal first reported a position in TRI-TECH HLDG INC ORD SHS (KY) in Q2 2013 and held it in 3 quarters.
  • Bank of Montreal's TRI-TECH HLDG INC ORD SHS (KY) position peaked at $1K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held TRI-TECH HLDG INC ORD SHS (KY) as of Q1 2014.

Based on Bank of Montreal's 13F filing for Q1 2014, filed 15 May 2014.