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Fairfield, Bush & Co’s Bank of Montreal BMO Stock Holding History

Fairfield, Bush & Co’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
2013
Q4 		– Sell
-276
Closed -$18K – 146
2013
Q3 		$18K Hold
276
– – 0.01% 223
2013
Q2 		$16K Buy
+276
New +$16.7K 0.01% 211

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fairfield, Bush & Co's BMO Position: Q4 2013 in Review

Fairfield, Bush & Co sold out of Bank of Montreal (BMO) in Q4 2013, closing a stake of 276 shares — an estimated $18K sold.

Fairfield, Bush & Co first reported a position in BMO in Q2 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q4 2013.

  • Fairfield, Bush & Co reported no remaining Bank of Montreal position as of Q4 2013 after selling out during the quarter.
  • Fairfield, Bush & Co sold 276 Bank of Montreal shares in Q4 2013, an estimated $18K.
  • Fairfield, Bush & Co first reported a position in Bank of Montreal in Q2 2013 and held it in 2 quarters.
  • Fairfield, Bush & Co's Bank of Montreal position peaked at $18K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2013.

Based on Fairfield, Bush & Co's 13F filing for Q4 2013, filed 14 Feb 2014.