0001272544-18-000002.txt : 20180501 0001272544-18-000002.hdr.sgml : 20180501 20180501170937 ACCESSION NUMBER: 0001272544-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180501 DATE AS OF CHANGE: 20180501 EFFECTIVENESS DATE: 20180501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MONTGOMERY INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001272544 IRS NUMBER: 521513769 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10668 FILM NUMBER: 18796441 BUSINESS ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3018979700 MAIL ADDRESS: STREET 1: 6229 EXECUTIVE BOULEVARD CITY: ROCKVILLE STATE: MD ZIP: 20852 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001272544 XXXXXXXX 03-31-2018 03-31-2018 MONTGOMERY INVESTMENT MANAGEMENT INC

6229 EXECUTIVE BOULEVARD ROCKVILLE MD 20852

13F HOLDINGS REPORT 028-10668 N Elaine Schuler 301-897-9700 Elaine Schuler Rockville MD 05-01-2018 1 163 238132 false 2 0001026013 028-16553 KOONCE CALVIN SCOTT INFORMATION TABLE 2 MIM13F033118.xml ABBOTT LABS COM 002824100 1153 19235 SH DFND 01,02 13635 0 5600 ABBOTT LABS COM 002824100 180 3000 SH OTR 02 3000 0 0 ABBVIE INC COM 00287Y109 1592 16815 SH DFND 01,02 11215 0 5600 ABBVIE INC COM 00287Y109 284 3000 SH OTR 02 3000 0 0 ACCESS NATL CORP COM 004337101 365 12792 SH DFND 01,02 12792 0 0 AFLAC INC COM 001055102 499 11400 SH DFND 01,02 11000 0 400 AFLAC INC COM 001055102 88 2000 SH OTR 02 2000 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 265 3964 SH DFND 01,02 3278 0 686 AGILENT TECHNOLOGIES INC COM 00846U101 163 2440 SH OTR 02 2440 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 109 2100 SH DFND 01,02 1600 0 500 AMERICAN AIRLS GROUP INC COM 02376R102 104 2000 SH OTR 02 2000 0 0 AMERICAN EXPRESS CO COM 025816109 272 2913 SH DFND 01,02 2913 0 0 ANADARKO PETE CORP COM 032511107 3777 62527 SH 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