Bank of Montreal
UAM

Bank of Montreal’s Universal American Corp UAM Stock Holding History

Bank of Montreal’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-950
Closed -$8K – 4705
2014
Q2 		$8K Buy
+950
New +$7.21K ﹤0.01% 3986

Other funds holding UAM

PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MACM
March Altus Capital Management Greenwich, Connecticut $16M AUM 18.92% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Bank of Montreal's UAM Position: Q3 2014 in Review

Bank of Montreal sold out of Universal American Corp (UAM) in Q3 2014, closing a stake of 950 shares — an estimated $8K sold.

Bank of Montreal first reported a position in UAM in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 85 funds tracked by Wall St. Rank hold UAM as of Q3 2014.

  • Bank of Montreal reported no remaining Universal American Corp position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 950 Universal American Corp shares in Q3 2014, an estimated $8K.
  • Bank of Montreal first reported a position in Universal American Corp in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's Universal American Corp position peaked at $8K in Q2 2014.
  • 85 funds tracked by Wall St. Rank held Universal American Corp as of Q3 2014.

Based on Bank of Montreal's 13F filing for Q3 2014, filed 7 Nov 2014.