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Bank Montreal QUE

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beacon Trust Co
NEW
Shares7,200
Change+7,200
Value$472
Filed 2016-11-10
Dana Investment Advisors, Inc.
UNCHANGED
Shares6,464 from 6,464
Change0 (0%)
Value$424 (+$14)
Filed 2016-11-15
HighPoint Advisor Group LLC
DECREASED
Shares4,478 from 4,533
Change-55 (-1%)
Value$290 ($0)
Filed 2016-11-21
Sandy Spring Bank
NEW
Shares2,223
Change+2,223
Value$146
Filed 2016-11-07
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$63 (+$2)
Filed 2016-10-14
Doolittle & Ganos Investment Counsel, LLC
NEW
Shares232
Change+232
Value$15
Filed 2016-11-09
Lenox Wealth Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13 ($0)
Filed 2016-10-05
Legacy Private Trust Co.
CLOSED
Shares0 from 3,902
Change-3,902 (-100%)
Value$0 (-$247)
Filed 2016-10-12
Archford Capital Strategies, LLC
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$83)
Filed 2016-11-14
Advisory Services Network, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1)
Filed 2016-10-07
Status
Beacon Trust Co
NEW7,200—+7,200——$472—2016-11-10
Dana Investment Advisors, Inc.
UNCHANGED6,4646,46400%$410$424+$142016-11-15
HighPoint Advisor Group LLC
DECREASED4,4784,533-55-1%$290$290$02016-11-21
Sandy Spring Bank
NEW2,223—+2,223——$146—2016-11-07
Blue Bell Private Wealth Management, LLC
UNCHANGED96096000%$61$63+$22016-10-14
Doolittle & Ganos Investment Counsel, LLC
NEW232—+232——$15—2016-11-09
Lenox Wealth Advisors, Inc.
UNCHANGED20020000%$13$13$02016-10-05
Legacy Private Trust Co.
CLOSED03,902-3,902-100%$247$0-$2472016-10-12
Archford Capital Strategies, LLC
CLOSED01,309-1,309-100%$83$0-$832016-11-14
Advisory Services Network, LLC
CLOSED012-12-100%$1$0-$12016-10-07
Showing 10 of 10 institutions