Bank of Montreal
WLB

Bank of Montreal’s Westmoreland Coal Company WLB Stock Holding History

Bank of Montreal’s Portfolio WLB Stock Details WLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8
Closed – – 4549
2015
Q3 		$0 Sell
8
-19
-70% -$280 ﹤0.01% 4271
2015
Q2 		$1K Sell
27
-5
-16% -$133 ﹤0.01% 3883
2015
Q1 		$1K Buy
32
+10
+45% +$287 ﹤0.01% 3907
2014
Q4 		$1K Hold
22
– – ﹤0.01% 3963
2014
Q3 		$1K Sell
22
-268
-92% -$10.9K ﹤0.01% 3977
2014
Q2 		$11K Buy
+290
New +$9K ﹤0.01% 3850

Other funds holding WLB

MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VCM
Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farmstead Capital Management Ridgewood, New Jersey $49K AUM 10.57% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of Montreal's WLB Position: Q4 2015 in Review

Bank of Montreal sold out of Westmoreland Coal Company (WLB) in Q4 2015, closing a stake of 8 shares.

Bank of Montreal first reported a position in WLB in Q2 2014 and held it in 6 quarters. The position peaked at $11K in Q2 2014. 79 funds tracked by Wall St. Rank hold WLB as of Q4 2015.

  • Bank of Montreal reported no remaining Westmoreland Coal Company position as of Q4 2015 after selling out during the quarter.
  • Bank of Montreal sold 8 Westmoreland Coal Company shares in Q4 2015.
  • Bank of Montreal first reported a position in Westmoreland Coal Company in Q2 2014 and held it in 6 quarters.
  • Bank of Montreal's Westmoreland Coal Company position peaked at $11K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held Westmoreland Coal Company as of Q4 2015.

Based on Bank of Montreal's 13F filing for Q4 2015, filed 9 Feb 2016.