MONTGOMERY INVESTMENT MANAGEMENT INC Information

6550 ROCK SPRING DR STE 600A, BETHESDA, Maryland, 20817,

Report Date: 06/30/2014

Position Statistics

Total Positions 67
New Positions 0
Increased Positions 2
Decreased Positions 52
Positions with Activity 54
Sold Out Positions 1
Total Mkt Value (in $ millions) 126

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 9.15%
Capital Goods 7.88%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 12.11%
Energy 27.66%
Financial 11.21%
Healthcare 6.08%
Services 8.64%
Technology 11.88%
Transportation
Utilities 4.61%

2 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VSE CORP COM 5,776 4,699 436.23 105,000
DEERE & CO COM 2,007 225 12.62 24,010


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