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EFG Asset Management (Americas)’s Bank of Montreal BMO Stock Holding History

EFG Asset Management (Americas)’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
Q1 		– Sell
-2,510
Closed -$177K – 158
2014
Q4 		$177K Buy
+2,510
New +$180K 0.11% 99

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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 $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EFG Asset Management (Americas)'s BMO Position: Q1 2015 in Review

EFG Asset Management (Americas) sold out of Bank of Montreal (BMO) in Q1 2015, closing a stake of 2,510 shares — an estimated $177K sold.

EFG Asset Management (Americas) first reported a position in BMO in Q4 2014 and held it in 1 quarter. The position peaked at $177K in Q4 2014. 349 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

  • EFG Asset Management (Americas) reported no remaining Bank of Montreal position as of Q1 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,510 Bank of Montreal shares in Q1 2015, an estimated $177K.
  • EFG Asset Management (Americas) first reported a position in Bank of Montreal in Q4 2014 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s Bank of Montreal position peaked at $177K in Q4 2014.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2015, filed 14 May 2015.