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Deschaine & Company’s Bank of Montreal BMO Stock Holding History

Deschaine & Company’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
2015
Q2 		$486K Buy
8,191
+131
+2% +$8.22K 0.76% 56
2015
Q1 		$483K Sell
8,060
-110
-1% -$6.82K 0.8% 53
2014
Q4 		$578K Buy
+8,170
New +$585K 0.87% 51

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deschaine & Company's BMO Position: Q2 2015 in Review

Deschaine & Company increased its Bank of Montreal (BMO) stake by 1.6% in Q2 2015, buying an estimated $8.22K and bringing the position to 8,191 shares worth $486K. The position accounts for 0.76% of the portfolio, ranked #56.

Deschaine & Company first reported a position in BMO in Q4 2014 and has held it in 3 quarters since. The position peaked at $578K in Q4 2014. 355 funds tracked by Wall St. Rank hold BMO as of Q2 2015.

  • Deschaine & Company held 8,191 shares of Bank of Montreal worth $486K as of Q2 2015.
  • Deschaine & Company bought 131 Bank of Montreal shares in Q2 2015, an estimated $8.22K.
  • Bank of Montreal made up 0.76% of Deschaine & Company's portfolio in Q2 2015, its #56 holding.
  • Deschaine & Company first reported a position in Bank of Montreal in Q4 2014 and has held it in 3 quarters since.
  • Deschaine & Company's Bank of Montreal position peaked at $578K in Q4 2014.
  • 355 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2015.

Based on Deschaine & Company's 13F filing for Q2 2015, filed 30 Jul 2015.