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BlackRock Fund Advisors’s Bank of Montreal BMO Stock Holding History

BlackRock Fund Advisors’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
-2,001
Closed -$147K – 3775
2014
Q3 		$147K Sell
2,001
-143
-7% -$10.8K ﹤0.01% 3568
2014
Q2 		$158K Sell
2,144
-10
-0.5% -$697 ﹤0.01% 3555
2014
Q1 		$144K Hold
2,154
– – ﹤0.01% 3536
2013
Q4 		$144K Sell
2,154
-38
-2% -$2.59K ﹤0.01% 3510
2013
Q3 		$146K Sell
2,192
-805
-27% -$50.5K ﹤0.01% 3476
2013
Q2 		$174K Buy
+2,997
New +$182K ﹤0.01% 3368

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BlackRock Fund Advisors's BMO Position: Q4 2014 in Review

BlackRock Fund Advisors sold out of Bank of Montreal (BMO) in Q4 2014, closing a stake of 2,001 shares — an estimated $147K sold.

BlackRock Fund Advisors first reported a position in BMO in Q2 2013 and held it in 6 quarters. The position peaked at $174K in Q2 2013. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • BlackRock Fund Advisors reported no remaining Bank of Montreal position as of Q4 2014 after selling out during the quarter.
  • BlackRock Fund Advisors sold 2,001 Bank of Montreal shares in Q4 2014, an estimated $147K.
  • BlackRock Fund Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 6 quarters.
  • BlackRock Fund Advisors's Bank of Montreal position peaked at $174K in Q2 2013.
  • 367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on BlackRock Fund Advisors's 13F filing for Q4 2014, filed 9 Feb 2015.