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Montrusco Bolton Investments’s TransAlta TAC Stock Holding History

Montrusco Bolton Investments’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,000
Closed -$32K – 88
2017
Q2 		$32K Buy
+5,000
New +$27.8K ﹤0.01% 87

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Montrusco Bolton Investments's TAC Position: Q3 2017 in Review

Montrusco Bolton Investments sold out of TransAlta (TAC) in Q3 2017, closing a stake of 5,000 shares — an estimated $32K sold.

Montrusco Bolton Investments first reported a position in TAC in Q2 2017 and held it in 1 quarter. The position peaked at $32K in Q2 2017. 82 funds tracked by Wall St. Rank hold TAC as of Q3 2017.

  • Montrusco Bolton Investments reported no remaining TransAlta position as of Q3 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 5,000 TransAlta shares in Q3 2017, an estimated $32K.
  • Montrusco Bolton Investments first reported a position in TransAlta in Q2 2017 and held it in 1 quarter.
  • Montrusco Bolton Investments's TransAlta position peaked at $32K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held TransAlta as of Q3 2017.

Based on Montrusco Bolton Investments's 13F filing for Q3 2017, filed 18 Oct 2017.