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Community Financial System’s Bank of Montreal BMO Stock Holding History

Community Financial System’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
Q3 		$7K Hold
100
– – ﹤0.01% 334
2014
Q2 		$7K Hold
100
– – ﹤0.01% 335
2014
Q1 		$7K Hold
100
– – ﹤0.01% 355
2013
Q4 		$7K Hold
100
– – ﹤0.01% 346
2013
Q3 		$7K Buy
+100
New +$6.27K ﹤0.01% 320

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Community Financial System's BMO Position: Q3 2014 in Review

Community Financial System held its Bank of Montreal (BMO) position steady in Q3 2014 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Community Financial System first reported a position in BMO in Q3 2013 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold BMO as of Q3 2014.

  • Community Financial System held 100 shares of Bank of Montreal worth $7K as of Q3 2014.
  • Community Financial System left its Bank of Montreal share count unchanged in Q3 2014.
  • Bank of Montreal made up ﹤0.01% of Community Financial System's portfolio in Q3 2014, its #334 holding.
  • Community Financial System first reported a position in Bank of Montreal in Q3 2013 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.