Davidson Investment Advisors’s Bank of Montreal BMO Stock Holding History

Davidson Investment Advisors’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
2017 Q3	–	Sell	-426	Closed	-$31K	–	113
2017 Q2	$31K	Hold	426	–	–	﹤0.01%	147
2017 Q1	$31K	Hold	426	–	–	﹤0.01%	149
2016 Q4	$30K	Hold	426	–	–	﹤0.01%	150
2016 Q3	$27K	Hold	426	–	–	﹤0.01%	147
2016 Q2	$27K	Hold	426	–	–	﹤0.01%	142
2016 Q1	$25K	Hold	426	–	–	﹤0.01%	175
2015 Q4	$24K	Hold	426	–	–	﹤0.01%	180
2015 Q3	$23K	Hold	426	–	–	﹤0.01%	170
2015 Q2	$25K	Hold	426	–	–	﹤0.01%	176
2015 Q1	$25K	Hold	426	–	–	﹤0.01%	164
2014 Q4	$30K	Hold	426	–	–	﹤0.01%	162
2014 Q3	$31K	Hold	426	–	–	﹤0.01%	167
2014 Q2	$31K	Hold	426	–	–	﹤0.01%	166
2014 Q1	$28K	Hold	426	–	–	﹤0.01%	160
2013 Q4	$28K	Hold	426	–	–	﹤0.01%	153
2013 Q3	$28K	Hold	426	–	–	﹤0.01%	154
2013 Q2	$24K	Buy	+426	New	+$25.8K	﹤0.01%	163

Other funds holding BMO

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

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

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

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

Davidson Investment Advisors's BMO Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 426 shares — an estimated $31K sold.

Davidson Investment Advisors first reported a position in BMO in Q2 2013 and held it in 17 quarters. The position peaked at $31K in Q2 2017. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

Davidson Investment Advisors reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
Davidson Investment Advisors sold 426 Bank of Montreal shares in Q3 2017, an estimated $31K.
Davidson Investment Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 17 quarters.
Davidson Investment Advisors's Bank of Montreal position peaked at $31K in Q2 2017.
395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.