Evercore Trust Company’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,440,880
| Closed | -$109M | – | 6 |
|
|
2017
Q3 | $109M | Sell |
1,440,880
-24,244
| -2% | -$1.84M | 0.32% | 27 |
|
|
2017
Q2 | $108M | Sell |
1,465,124
-17,724
| -1% | -$1.3M | 0.33% | 27 |
|
|
2017
Q1 | $111M | Sell |
1,482,848
-1,406
| -0.1% | -$105K | 0.34% | 26 |
|
|
2016
Q4 | $107M | Buy |
1,484,254
+9,598
| +0.7% | +$690K | 0.34% | 28 |
|
|
2016
Q3 | $96.7M | Sell |
1,474,656
-17,798
| -1% | -$1.17M | 0.32% | 28 |
|
|
2016
Q2 | $94.6M | Buy |
+1,492,454
| New | +$94.6M | 0.3% | 27 |
|