Bank of Montreal
XOOM

Bank of Montreal’s XOOM CORP COM XOOM Stock Holding History

Bank of Montreal’s Portfolio XOOM Stock Details XOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-88,403
Closed -$1.86M – 4333
2015
Q2 		$1.86M Sell
88,403
-46,489
-34% -$864K ﹤0.01% 1411
2015
Q1 		$1.98M Buy
134,892
+18,039
+15% +$283K ﹤0.01% 1369
2014
Q4 		$2.05M Buy
116,853
+22,468
+24% +$373K ﹤0.01% 1401
2014
Q3 		$2.07M Buy
94,385
+586
+0.6% +$13.5K ﹤0.01% 1459
2014
Q2 		$2.47M Buy
93,799
+8,481
+10% +$189K ﹤0.01% 1375
2014
Q1 		$1.67M Buy
+85,318
New +$2.19M ﹤0.01% 1418

Other funds holding XOOM

SXM
SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return

Bank of Montreal's XOOM Position: Q3 2015 in Review

Bank of Montreal sold out of XOOM CORP COM (XOOM) in Q3 2015, closing a stake of 88,403 shares — an estimated $1.86M sold.

Bank of Montreal first reported a position in XOOM in Q1 2014 and held it in 6 quarters. The position peaked at $2.47M in Q2 2014. 116 funds tracked by Wall St. Rank hold XOOM as of Q3 2015.

  • Bank of Montreal reported no remaining XOOM CORP COM position as of Q3 2015 after selling out during the quarter.
  • Bank of Montreal sold 88,403 XOOM CORP COM shares in Q3 2015, an estimated $1.86M.
  • Bank of Montreal first reported a position in XOOM CORP COM in Q1 2014 and held it in 6 quarters.
  • Bank of Montreal's XOOM CORP COM position peaked at $2.47M in Q2 2014.
  • 116 funds tracked by Wall St. Rank held XOOM CORP COM as of Q3 2015.

Based on Bank of Montreal's 13F filing for Q3 2015, filed 12 Nov 2015.