Fiduciary Trust International of Pennsylvania’s Bank of Montreal BMO Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2019 Q2	–	Sell	-4,525	Closed	-$338K	–	369
2019 Q1	$338K	Sell	4,525 -300	-6%	-$22.2K	0.01%	281
2018 Q4	$315K	Sell	4,825 -180	-4%	-$13.3K	0.02%	271
2018 Q3	$414K	Hold	5,005	–	–	0.02%	286
2018 Q2	$387K	Buy	5,005 +1,400	+39%	+$108K	0.02%	285
2018 Q1	$272K	Buy	+3,605	New	+$284K	0.01%	339
2017 Q3	–	Sell	-2,650	Closed	-$217K	–	336
2017 Q2	$217K	Buy	+2,650	New	+$188K	0.01%	386

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $61.3B AUM 39.33% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's BMO Position: Q2 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 4,525 shares — an estimated $338K sold.

Fiduciary Trust International of Pennsylvania first reported a position in BMO in Q2 2017 and held it in 6 quarters. The position peaked at $414K in Q3 2018. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Fiduciary Trust International of Pennsylvania reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 4,525 Bank of Montreal shares in Q2 2019, an estimated $338K.
Fiduciary Trust International of Pennsylvania first reported a position in Bank of Montreal in Q2 2017 and held it in 6 quarters.
Fiduciary Trust International of Pennsylvania's Bank of Montreal position peaked at $414K in Q3 2018.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q2 2019, filed 10 Jul 2019.