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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return