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

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return