Bank of Montreal
YZC

Bank of Montreal’s Yanzhou Coal Mining YZC Stock Holding History

Bank of Montreal’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-35,194
Closed -$156K – 4694
2015
Q3 		$156K Sell
35,194
-6,478
-16% -$35.2K ﹤0.01% 2385
2015
Q2 		$323K Sell
41,672
-1,760
-4% -$16.7K ﹤0.01% 2197
2015
Q1 		$363K Buy
43,432
+6,622
+18% +$53.8K ﹤0.01% 2097
2014
Q4 		$310K Buy
36,810
+4,903
+15% +$40.6K ﹤0.01% 2284
2014
Q3 		$259K Buy
31,907
+5,832
+22% +$48.2K ﹤0.01% 2407
2014
Q2 		$196K Sell
26,075
-3,758
-13% -$29.3K ﹤0.01% 2523
2014
Q1 		$225K Buy
29,833
+2,376
+9% +$17.9K ﹤0.01% 2449
2013
Q4 		$253K Buy
27,457
+8,998
+49% +$89.7K ﹤0.01% 2138
2013
Q3 		$176K Sell
18,459
-3,882
-17% -$32.5K ﹤0.01% 2295
2013
Q2 		$159K Buy
+22,341
New +$232K ﹤0.01% 2281

Other funds holding YZC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's YZC Position: Q4 2015 in Review

Bank of Montreal sold out of Yanzhou Coal Mining (YZC) in Q4 2015, closing a stake of 35,194 shares — an estimated $156K sold.

Bank of Montreal first reported a position in YZC in Q2 2013 and held it in 10 quarters. The position peaked at $363K in Q1 2015. 34 funds tracked by Wall St. Rank hold YZC as of Q4 2015.

  • Bank of Montreal reported no remaining Yanzhou Coal Mining position as of Q4 2015 after selling out during the quarter.
  • Bank of Montreal sold 35,194 Yanzhou Coal Mining shares in Q4 2015, an estimated $156K.
  • Bank of Montreal first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 10 quarters.
  • Bank of Montreal's Yanzhou Coal Mining position peaked at $363K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q4 2015.

Based on Bank of Montreal's 13F filing for Q4 2015, filed 9 Feb 2016.