C.M. Bidwell & Associates’s Bank of Montreal BMO Stock Holding History

C.M. Bidwell & Associates’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
2016 Q3	–	Sell	-2,745	Closed	-$174K	–	261
2016 Q2	$174K	Buy	+2,745	New	+$174K	0.04%	168
2015 Q1	–	Sell	-4,380	Closed	-$310K	–	218
2014 Q4	$310K	Buy	4,380 +950	+28%	+$68K	0.07%	123
2014 Q3	$253K	Hold	3,430	–	–	0.06%	128
2014 Q2	$252K	Buy	+3,430	New	+$239K	0.06%	129

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

C.M. Bidwell & Associates's BMO Position: Q3 2016 in Review

C.M. Bidwell & Associates sold out of Bank of Montreal (BMO) in Q3 2016, closing a stake of 2,745 shares — an estimated $174K sold.

C.M. Bidwell & Associates first reported a position in BMO in Q2 2014 and held it in 4 quarters. The position peaked at $310K in Q4 2014. 381 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

C.M. Bidwell & Associates reported no remaining Bank of Montreal position as of Q3 2016 after selling out during the quarter.
C.M. Bidwell & Associates sold 2,745 Bank of Montreal shares in Q3 2016, an estimated $174K.
C.M. Bidwell & Associates first reported a position in Bank of Montreal in Q2 2014 and held it in 4 quarters.
C.M. Bidwell & Associates's Bank of Montreal position peaked at $310K in Q4 2014.
381 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2016, filed 14 Nov 2016.