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Breithorn Capital Management’s Bank of Montreal BMO Stock Holding History

Breithorn Capital Management’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
2013
Q4 		– Sell
-2,490
Closed -$166K – 54
2013
Q3 		$166K Buy
+2,490
New +$156K 0.1% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Breithorn Capital Management's BMO Position: Q4 2013 in Review

Breithorn Capital Management sold out of Bank of Montreal (BMO) in Q4 2013, closing a stake of 2,490 shares — an estimated $166K sold.

Breithorn Capital Management first reported a position in BMO in Q3 2013 and held it in 1 quarter. The position peaked at $166K in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q4 2013.

  • Breithorn Capital Management reported no remaining Bank of Montreal position as of Q4 2013 after selling out during the quarter.
  • Breithorn Capital Management sold 2,490 Bank of Montreal shares in Q4 2013, an estimated $166K.
  • Breithorn Capital Management first reported a position in Bank of Montreal in Q3 2013 and held it in 1 quarter.
  • Breithorn Capital Management's Bank of Montreal position peaked at $166K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2013.

Based on Breithorn Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.