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Ada Investment Management’s Bank of Montreal BMO Stock Holding History

Ada Investment Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,426
Closed -$737K – 461
2015
Q2 		$737K Buy
+12,426
New +$780K 0.92% 24

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ada Investment Management's BMO Position: Q3 2015 in Review

Ada Investment Management sold out of Bank of Montreal (BMO) in Q3 2015, closing a stake of 12,426 shares — an estimated $737K sold.

Ada Investment Management first reported a position in BMO in Q2 2015 and held it in 1 quarter. The position peaked at $737K in Q2 2015. 350 funds tracked by Wall St. Rank hold BMO as of Q3 2015.

  • Ada Investment Management reported no remaining Bank of Montreal position as of Q3 2015 after selling out during the quarter.
  • Ada Investment Management sold 12,426 Bank of Montreal shares in Q3 2015, an estimated $737K.
  • Ada Investment Management first reported a position in Bank of Montreal in Q2 2015 and held it in 1 quarter.
  • Ada Investment Management's Bank of Montreal position peaked at $737K in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2015.

Based on Ada Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.