American Research & Management Company’s Bank of Montreal BMO Stock Holding History

American Research & Management Company’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
2014 Q4	–	Sell	-269	Closed	-$20K	–	362
2014 Q3	$20K	Hold	269	–	–	0.01%	240
2014 Q2	$20K	Hold	269	–	–	0.01%	243
2014 Q1	$18K	Hold	269	–	–	0.01%	254
2013 Q4	$18K	Buy	+269	New	+$18.3K	0.01%	250

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Research & Management Company's BMO Position: Q4 2014 in Review

American Research & Management Company sold out of Bank of Montreal (BMO) in Q4 2014, closing a stake of 269 shares — an estimated $20K sold.

American Research & Management Company first reported a position in BMO in Q4 2013 and held it in 4 quarters. The position peaked at $20K in Q3 2014. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

American Research & Management Company reported no remaining Bank of Montreal position as of Q4 2014 after selling out during the quarter.
American Research & Management Company sold 269 Bank of Montreal shares in Q4 2014, an estimated $20K.
American Research & Management Company first reported a position in Bank of Montreal in Q4 2013 and held it in 4 quarters.
American Research & Management Company's Bank of Montreal position peaked at $20K in Q3 2014.
367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on American Research & Management Company's 13F filing for Q4 2014, filed 16 Jan 2015.