Bank of Montreal
UTIW

Bank of Montreal’s UTI WORLDWIDE INC UTIW Stock Holding History

Bank of Montreal’s Portfolio UTIW Stock Details UTIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-588
Closed -$4K – 4625
2015
Q4 		$4K Buy
+588
New +$3.99K ﹤0.01% 3881
2015
Q2 		– Sell
-3,535
Closed -$43K – 4282
2015
Q1 		$43K Hold
3,535
– – ﹤0.01% 2983
2014
Q4 		$43K Hold
3,535
– – ﹤0.01% 3106
2014
Q3 		$38K Sell
3,535
-2,343
-40% -$23.7K ﹤0.01% 3243
2014
Q2 		$61K Buy
5,878
+1,830
+45% +$18.1K ﹤0.01% 3114
2014
Q1 		$43K Sell
4,048
-10,324
-72% -$147K ﹤0.01% 3192
2013
Q4 		$252K Sell
14,372
-26
-0.2% -$410 ﹤0.01% 2141
2013
Q3 		$217K Hold
14,398
– – ﹤0.01% 2210
2013
Q2 		$237K Buy
+14,398
New +$218K ﹤0.01% 2115

Other funds holding UTIW

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's UTIW Position: Q1 2016 in Review

Bank of Montreal sold out of UTI WORLDWIDE INC (UTIW) in Q1 2016, closing a stake of 588 shares — an estimated $4K sold.

Bank of Montreal first reported a position in UTIW in Q2 2013 and held it in 9 quarters. The position peaked at $252K in Q4 2013. 1 fund tracked by Wall St. Rank holds UTIW as of Q1 2016.

  • Bank of Montreal reported no remaining UTI WORLDWIDE INC position as of Q1 2016 after selling out during the quarter.
  • Bank of Montreal sold 588 UTI WORLDWIDE INC shares in Q1 2016, an estimated $4K.
  • Bank of Montreal first reported a position in UTI WORLDWIDE INC in Q2 2013 and held it in 9 quarters.
  • Bank of Montreal's UTI WORLDWIDE INC position peaked at $252K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held UTI WORLDWIDE INC as of Q1 2016.

Based on Bank of Montreal's 13F filing for Q1 2016, filed 29 Apr 2016.