Bank of Montreal

Bank of Montreal’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

Bank of Montreal’s Portfolio BPFHP Stock Details BPFHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Hold	0	–	–	–	3638

Other funds holding BPFHP

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return