Concert Wealth Management’s Bank of Montreal BMO Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-24,393	Closed	-$1.6M	–	518
2016 Q3	$1.6M	Buy	24,393 +3	+0%	+$195	0.19%	127
2016 Q2	$1.48M	Buy	24,390 +1,260	+5%	+$79.9K	0.2%	134
2016 Q1	$1.34M	Buy	23,130 +4,528	+24%	+$248K	0.18%	145
2015 Q4	$1.04M	Sell	18,602 -446	-2%	-$25.7K	0.14%	180
2015 Q3	$1.03M	Buy	19,048 +15,637	+458%	+$859K	0.14%	184
2015 Q2	$203K	Buy	+3,411	New	+$214K	0.03%	631

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Concert Wealth Management's BMO Position: Q4 2016 in Review

Concert Wealth Management sold out of Bank of Montreal (BMO) in Q4 2016, closing a stake of 24,393 shares — an estimated $1.6M sold.

Concert Wealth Management first reported a position in BMO in Q2 2015 and held it in 6 quarters. The position peaked at $1.6M in Q3 2016. 403 funds tracked by Wall St. Rank hold BMO as of Q4 2016.

Concert Wealth Management reported no remaining Bank of Montreal position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 24,393 Bank of Montreal shares in Q4 2016, an estimated $1.6M.
Concert Wealth Management first reported a position in Bank of Montreal in Q2 2015 and held it in 6 quarters.
Concert Wealth Management's Bank of Montreal position peaked at $1.6M in Q3 2016.
403 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.