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Bank of Montreal’s
XWELL
XWEL
Stock Holding History
Bank of Montreal’s Portfolio
XWEL Stock Details
XWEL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Hold
0
–
–
–
4371
2017
Q4
–
Hold
0
–
–
–
4353
2017
Q3
–
Hold
0
–
–
–
4347
2017
Q2
–
Hold
0
–
–
–
4321
2017
Q1
–
Hold
0
–
–
–
3906
2016
Q4
–
Hold
0
–
–
–
3986
2016
Q3
–
Hold
0
–
–
–
3953
2016
Q2
–
Hold
0
–
–
–
4352
Other funds holding XWEL
AIC
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$903M AUM
163.47%
1-Year Est. Return
Alyeska Investment Group
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$35.4B AUM
33.54%
1-Year Est. Return
PCM
Perritt Capital Management
Chicago, Illinois
$59.8M AUM
26.94%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
OAM
Oberweis Asset Management
Lisle, Illinois
$3.39B AUM
105.5%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
California Public Employees Retirement System
Sacramento, California
$162B AUM
25.78%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
BBCM
Boardman Bay Capital Management
New York
$60.1M AUM
9.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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