Bank of Montreal
WMAR

Bank of Montreal’s West Marine Inc WMAR Stock Holding History

Bank of Montreal’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-420
Closed -$4K – 4685
2014
Q2 		$4K Buy
+420
New +$4.46K ﹤0.01% 4321

Other funds holding WMAR

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return

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

Bank of Montreal sold out of West Marine Inc (WMAR) in Q3 2014, closing a stake of 420 shares — an estimated $4K sold.

Bank of Montreal first reported a position in WMAR in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 66 funds tracked by Wall St. Rank hold WMAR as of Q3 2014.

  • Bank of Montreal reported no remaining West Marine Inc position as of Q3 2014 after selling out during the quarter.
  • Bank of Montreal sold 420 West Marine Inc shares in Q3 2014, an estimated $4K.
  • Bank of Montreal first reported a position in West Marine Inc in Q2 2014 and held it in 1 quarter.
  • Bank of Montreal's West Marine Inc position peaked at $4K in Q2 2014.
  • 66 funds tracked by Wall St. Rank held West Marine Inc as of Q3 2014.

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