Bank of Montreal
YDKN

Bank of Montreal’s Yadkin Financial Corporation YDKN Stock Holding History

Bank of Montreal’s Portfolio YDKN Stock Details YDKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-9,399
Closed -$223K – 4513
2016
Q1 		$223K Hold
9,399
– – ﹤0.01% 2402
2015
Q4 		$237K Buy
9,399
+3,428
+57% +$83.3K ﹤0.01% 2328
2015
Q3 		$128K Hold
5,971
– – ﹤0.01% 2492
2015
Q2 		$125K Buy
5,971
+2,350
+65% +$47.4K ﹤0.01% 2634
2015
Q1 		$74K Buy
+3,621
New +$70.1K ﹤0.01% 2774
2014
Q3 		– Sell
-360
Closed -$7K – 4713
2014
Q2 		$7K Buy
+360
New +$6.92K ﹤0.01% 4046

Other funds holding YDKN

LC
Lightyear Capital New York $88.6M AUM 46.11% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Bank of Montreal's YDKN Position: Q2 2016 in Review

Bank of Montreal sold out of Yadkin Financial Corporation (YDKN) in Q2 2016, closing a stake of 9,399 shares — an estimated $223K sold.

Bank of Montreal first reported a position in YDKN in Q2 2014 and held it in 6 quarters. The position peaked at $237K in Q4 2015. 139 funds tracked by Wall St. Rank hold YDKN as of Q2 2016.

  • Bank of Montreal reported no remaining Yadkin Financial Corporation position as of Q2 2016 after selling out during the quarter.
  • Bank of Montreal sold 9,399 Yadkin Financial Corporation shares in Q2 2016, an estimated $223K.
  • Bank of Montreal first reported a position in Yadkin Financial Corporation in Q2 2014 and held it in 6 quarters.
  • Bank of Montreal's Yadkin Financial Corporation position peaked at $237K in Q4 2015.
  • 139 funds tracked by Wall St. Rank held Yadkin Financial Corporation as of Q2 2016.

Based on Bank of Montreal's 13F filing for Q2 2016, filed 25 Jul 2016.