Boston Private Bank & Trust’s Bank of Montreal BMO Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$66K	Hold	1,103	–	–	﹤0.01%	522
2014 Q4	$78K	Hold	1,103	–	–	﹤0.01%	505
2014 Q3	$81K	Hold	1,103	–	–	﹤0.01%	502
2014 Q2	$81K	Buy	1,103 +195	+21%	+$13.6K	﹤0.01%	502
2014 Q1	$61K	Hold	908	–	–	﹤0.01%	553
2013 Q4	$61K	Buy	+908	New	+$61.8K	﹤0.01%	557
2013 Q3	–	Sell	-400	Closed	-$23K	–	984
2013 Q2	$23K	Buy	+400	New	+$24.2K	﹤0.01%	649

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 $45.6B AUM 44.74% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Private Bank & Trust's BMO Position: Q1 2015 in Review

Boston Private Bank & Trust held its Bank of Montreal (BMO) position steady in Q1 2015 at 1,103 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Boston Private Bank & Trust first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $81K in Q3 2014. 349 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

Boston Private Bank & Trust held 1,103 shares of Bank of Montreal worth $66K as of Q1 2015.
Boston Private Bank & Trust left its Bank of Montreal share count unchanged in Q1 2015.
Bank of Montreal made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #522 holding.
Boston Private Bank & Trust first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
Boston Private Bank & Trust's Bank of Montreal position peaked at $81K in Q3 2014.
349 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.