Bank of Montreal
CWH.PRE

Bank of Montreal’s COMMONWEALTH REIT CUM RED PFD SER E (MD) CWH.PRE Stock Holding History

Bank of Montreal’s Portfolio CWH.PRE Stock Details CWH.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Hold
0
– – – 1250
2013
Q4 		– Hold
0
– – – 1168
2013
Q3 		– Hold
0
– – – 1124
2013
Q2 		– Hold
0
– – – 1013

Other funds holding CWH.PRE

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
QREA
Quadrant Real Estate Advisors Alpharetta, Georgia $25.2M AUM 10.47% 1-Year Est. Return