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Evercore Trust Company’s Bank of Montreal BMO Stock Holding History

Evercore Trust 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
2017
Q4 		– Sell
-1,440,880
Closed -$109M – 6
2017
Q3 		$109M Sell
1,440,880
-24,244
-2% -$1.81M 0.32% 27
2017
Q2 		$108M Sell
1,465,124
-17,724
-1% -$1.25M 0.33% 27
2017
Q1 		$111M Sell
1,482,848
-1,406
-0.1% -$106K 0.34% 26
2016
Q4 		$107M Buy
1,484,254
+9,598
+0.7% +$640K 0.34% 28
2016
Q3 		$96.7M Sell
1,474,656
-17,798
-1% -$1.16M 0.32% 28
2016
Q2 		$94.6M Buy
+1,492,454
New +$94.6M 0.3% 27

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Evercore Trust Company's BMO Position: Q4 2017 in Review

Evercore Trust Company sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 1,440,880 shares — an estimated $109M sold.

Evercore Trust Company first reported a position in BMO in Q2 2016 and held it in 6 quarters. The position peaked at $111M in Q1 2017. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

  • Evercore Trust Company reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 1,440,880 Bank of Montreal shares in Q4 2017, an estimated $109M.
  • Evercore Trust Company first reported a position in Bank of Montreal in Q2 2016 and held it in 6 quarters.
  • Evercore Trust Company's Bank of Montreal position peaked at $111M in Q1 2017.
  • 429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.