Exchange Capital Management’s Bank of Montreal BMO Stock Holding History

Exchange Capital 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
2016 Q3	–	Sell	-112	Closed	-$7K	–	227
2016 Q2	$7K	Buy	+112	New	+$7.1K	﹤0.01%	187
2015 Q1	–	Sell	-112	Closed	-$8K	–	110
2014 Q4	$8K	Hold	112	–	–	﹤0.01%	180
2014 Q3	$8K	Hold	112	–	–	﹤0.01%	186
2014 Q2	$8K	Hold	112	–	–	﹤0.01%	186
2014 Q1	$8K	Hold	112	–	–	﹤0.01%	187
2013 Q4	$7K	Buy	112 +77	+220%	+$5.24K	﹤0.01%	171
2013 Q3	$2K	Hold	35	–	–	﹤0.01%	197
2013 Q2	$2K	Buy	+35	New	+$2.12K	﹤0.01%	175

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Exchange Capital Management's BMO Position: Q3 2016 in Review

Exchange Capital Management sold out of Bank of Montreal (BMO) in Q3 2016, closing a stake of 112 shares — an estimated $7K sold.

Exchange Capital Management first reported a position in BMO in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q4 2014. 381 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

Exchange Capital Management reported no remaining Bank of Montreal position as of Q3 2016 after selling out during the quarter.
Exchange Capital Management sold 112 Bank of Montreal shares in Q3 2016, an estimated $7K.
Exchange Capital Management first reported a position in Bank of Montreal in Q2 2013 and held it in 8 quarters.
Exchange Capital Management's Bank of Montreal position peaked at $8K in Q4 2014.
381 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on Exchange Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.