First Citizens Bancorporation’s Bank of Montreal BMO Stock Holding History

First Citizens Bancorporation’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
2014 Q4	$2.05M	Buy	28,986 +445	+2%	+$31.8K	1.38%	26
2014 Q3	$2.1M	Buy	28,541 +960	+3%	+$72.2K	1.52%	22
2014 Q2	$2.03M	Buy	27,581 +1,545	+6%	+$108K	1.53%	21
2014 Q1	$1.75M	Buy	26,036 +84	+0.3%	+$5.46K	1.4%	24
2013 Q4	$1.73M	Buy	25,952 +516	+2%	+$35.1K	1.37%	25
2013 Q3	$1.7M	Buy	25,436 +835	+3%	+$52.4K	1.47%	23
2013 Q2	$1.43M	Buy	+24,601	New	+$1.49M	1.3%	29

Other funds holding BMO

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IGIM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Citizens Bancorporation's BMO Position: Q4 2014 in Review

First Citizens Bancorporation increased its Bank of Montreal (BMO) stake by 1.6% in Q4 2014, buying an estimated $31.8K and bringing the position to 28,986 shares worth $2.05M. The position accounts for 1.38% of the portfolio, ranked #26.

First Citizens Bancorporation first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2014. 366 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

First Citizens Bancorporation held 28,986 shares of Bank of Montreal worth $2.05M as of Q4 2014.
First Citizens Bancorporation bought 445 Bank of Montreal shares in Q4 2014, an estimated $31.8K.
Bank of Montreal made up 1.38% of First Citizens Bancorporation's portfolio in Q4 2014, its #26 holding.
First Citizens Bancorporation first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's Bank of Montreal position peaked at $2.1M in Q3 2014.
366 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.