Bank of Montreal
TURN

Bank of Montreal’s 180 Degree Capital TURN Stock Holding History

Bank of Montreal’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,500
Closed -$11K – 4874
2021
Q1 		$11K Hold
1,500
– – ﹤0.01% 4343
2020
Q4 		$28K Sell
1,500
-167
-10% -$961 ﹤0.01% 4266
2020
Q3 		$9K Buy
+1,667
New +$9.3K ﹤0.01% 4188

Other funds holding TURN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Bank of Montreal sold out of 180 Degree Capital (TURN) in Q2 2021, closing a stake of 1,500 shares — an estimated $11K sold.

Bank of Montreal first reported a position in TURN in Q3 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 23 funds tracked by Wall St. Rank hold TURN as of Q2 2021.

  • Bank of Montreal reported no remaining 180 Degree Capital position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 1,500 180 Degree Capital shares in Q2 2021, an estimated $11K.
  • Bank of Montreal first reported a position in 180 Degree Capital in Q3 2020 and held it in 3 quarters.
  • Bank of Montreal's 180 Degree Capital position peaked at $28K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held 180 Degree Capital as of Q2 2021.

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