Bank of Montreal
USMD

Bank of Montreal’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Bank of Montreal’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-30
Closed – – 4742
2014
Q2 		$0 Buy
+30
New +$367 ﹤0.01% 4925

Other funds holding USMD

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bank of Montreal sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q3 2014, closing a stake of 30 shares.

Bank of Montreal first reported a position in USMD in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 12 funds tracked by Wall St. Rank hold USMD as of Q3 2014.

  • Bank of Montreal reported no remaining USMD HLDGS INC COM STK (DE) position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 30 USMD HLDGS INC COM STK (DE) shares in Q3 2014.
  • Bank of Montreal first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's USMD HLDGS INC COM STK (DE) position peaked at $0 in Q2 2014.
  • 12 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2014.

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