Evercore Wealth Management’s Bank of Montreal BMO Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-82	Closed	-$7K	–	402
2017 Q4	$7K	Hold	82	–	–	﹤0.01%	825
2017 Q3	$6K	Sell	82 -39	-32%	-$2.91K	﹤0.01%	826
2017 Q2	$9K	Sell	121 -119	-50%	-$8.42K	﹤0.01%	831
2017 Q1	$18K	Hold	240	–	–	﹤0.01%	766
2016 Q4	$17K	Buy	240 +201	+515%	+$13.4K	﹤0.01%	768
2016 Q3	$3K	Sell	39 -116	-75%	-$7.54K	﹤0.01%	974
2016 Q2	$10K	Hold	155	–	–	﹤0.01%	848
2016 Q1	$9K	Hold	155	–	–	﹤0.01%	812
2015 Q4	$9K	Sell	155 -195	-56%	-$11.2K	﹤0.01%	861
2015 Q3	$19K	Hold	350	–	–	﹤0.01%	750
2015 Q2	$20K	Sell	350 -198	-36%	-$12.4K	﹤0.01%	790
2015 Q1	$34K	Buy	548 +210	+62%	+$13K	﹤0.01%	678
2014 Q4	$24K	Hold	338	–	–	﹤0.01%	644
2014 Q3	$25K	Buy	338 +96	+40%	+$7.22K	﹤0.01%	703
2014 Q2	$18K	Buy	+242	New	+$16.9K	﹤0.01%	756
2013 Q4	–	Sell	-63	Closed	-$4K	–	859
2013 Q3	$4K	Buy	+63	New	+$3.95K	﹤0.01%	875

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

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

Evercore Wealth Management's BMO Position: Q1 2018 in Review

Evercore Wealth Management sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 82 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in BMO in Q3 2013 and held it in 16 quarters. The position peaked at $34K in Q1 2015. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

Evercore Wealth Management reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 82 Bank of Montreal shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Bank of Montreal in Q3 2013 and held it in 16 quarters.
Evercore Wealth Management's Bank of Montreal position peaked at $34K in Q1 2015.
428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.