Bank of Montreal
UTEK

Bank of Montreal’s Ultratech Inc. UTEK Stock Holding History

Bank of Montreal’s Portfolio UTEK Stock Details UTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-838
Closed -$25K – 4408
2017
Q1 		$25K Buy
838
+633
+309% +$17.6K ﹤0.01% 3303
2016
Q4 		$5K Hold
205
– – ﹤0.01% 3768
2016
Q3 		$5K Hold
205
– – ﹤0.01% 3727
2016
Q2 		$5K Hold
205
– – ﹤0.01% 3758
2016
Q1 		$4K Hold
205
– – ﹤0.01% 3877
2015
Q4 		$4K Buy
+205
New +$3.43K ﹤0.01% 3876
2015
Q1 		– Sell
-9,671
Closed -$179K – 4332
2014
Q4 		$179K Sell
9,671
-7,392
-43% -$144K ﹤0.01% 2504
2014
Q3 		$388K Sell
17,063
-15,150
-47% -$370K ﹤0.01% 2203
2014
Q2 		$715K Buy
32,213
+3,500
+12% +$87.9K ﹤0.01% 1909
2014
Q1 		$838K Buy
28,713
+27,863
+3,278% +$743K ﹤0.01% 1766
2013
Q4 		$25K Buy
850
+376
+79% +$9.99K ﹤0.01% 3159
2013
Q3 		$14K Sell
474
-352
-43% -$10.8K ﹤0.01% 3341
2013
Q2 		$30K Buy
+826
New +$28.6K ﹤0.01% 2925

Other funds holding UTEK

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Bank of Montreal's UTEK Position: Q2 2017 in Review

Bank of Montreal sold out of Ultratech Inc. (UTEK) in Q2 2017, closing a stake of 838 shares — an estimated $25K sold.

Bank of Montreal first reported a position in UTEK in Q2 2013 and held it in 13 quarters. The position peaked at $838K in Q1 2014. 1 fund tracked by Wall St. Rank holds UTEK as of Q2 2017.

  • Bank of Montreal reported no remaining Ultratech Inc. position as of Q2 2017 after selling out during the quarter.
  • Bank of Montreal sold 838 Ultratech Inc. shares in Q2 2017, an estimated $25K.
  • Bank of Montreal first reported a position in Ultratech Inc. in Q2 2013 and held it in 13 quarters.
  • Bank of Montreal's Ultratech Inc. position peaked at $838K in Q1 2014.
  • 1 fund tracked by Wall St. Rank held Ultratech Inc. as of Q2 2017.

Based on Bank of Montreal's 13F filing for Q2 2017, filed 11 Jul 2017.