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BB&T Investment Services’s Bank of Montreal BMO Stock Holding History

BB&T Investment Services’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
2017
Q4 		$880K Buy
10,996
+3,880
+55% +$303K 0.15% 138
2017
Q3 		$526K Buy
7,116
+2,935
+70% +$219K 0.1% 176
2017
Q2 		$300K Buy
4,181
+4,127
+7,643% +$292K 0.08% 205
2017
Q1 		$4K Buy
54
+26
+93% +$1.96K ﹤0.01% 845
2016
Q4 		$2K Buy
+28
New +$1.87K ﹤0.01% 682

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BB&T Investment Services's BMO Position: Q4 2017 in Review

BB&T Investment Services increased its Bank of Montreal (BMO) stake by 55% in Q4 2017, buying an estimated $303K and bringing the position to 10,996 shares worth $880K. The position accounts for 0.15% of the portfolio, ranked #138.

BB&T Investment Services first reported a position in BMO in Q4 2016 and has held it in 5 quarters since. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

  • BB&T Investment Services held 10,996 shares of Bank of Montreal worth $880K as of Q4 2017.
  • BB&T Investment Services bought 3,880 Bank of Montreal shares in Q4 2017, an estimated $303K.
  • Bank of Montreal made up 0.15% of BB&T Investment Services's portfolio in Q4 2017, its #138 holding.
  • BB&T Investment Services first reported a position in Bank of Montreal in Q4 2016 and has held it in 5 quarters since.
  • 429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.