Bank of Montreal’s Xactly Corporation XTLY Stock Holding History

Bank of Montreal’s Portfolio XTLY Stock Details XTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-398	Closed	-$6K	–	4391
2016 Q4	$6K	Buy	+398	New	+$5.19K	﹤0.01%	3733

Other funds holding XTLY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

DGI

Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Bank of Montreal's XTLY Position: Q1 2017 in Review

Bank of Montreal sold out of Xactly Corporation (XTLY) in Q1 2017, closing a stake of 398 shares — an estimated $6K sold.

Bank of Montreal first reported a position in XTLY in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 81 funds tracked by Wall St. Rank hold XTLY as of Q1 2017.

Bank of Montreal reported no remaining Xactly Corporation position as of Q1 2017 after selling out during the quarter.
Bank of Montreal sold 398 Xactly Corporation shares in Q1 2017, an estimated $6K.
Bank of Montreal first reported a position in Xactly Corporation in Q4 2016 and held it in 1 quarter.
Bank of Montreal's Xactly Corporation position peaked at $6K in Q4 2016.
81 funds tracked by Wall St. Rank held Xactly Corporation as of Q1 2017.

Based on Bank of Montreal's 13F filing for Q1 2017, filed 11 Apr 2017.