First Interstate Bank’s Bank of Montreal BMO Stock Holding History

First Interstate Bank’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 Q4	–	Sell	-60	Closed	-$4K	–	748
2016 Q3	$4K	Buy	60 +30	+100%	+$1.95K	﹤0.01%	660
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	694
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	702
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	721
2015 Q3	$2K	Buy	+30	New	+$1.65K	﹤0.01%	746

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Interstate Bank's BMO Position: Q4 2016 in Review

First Interstate Bank sold out of Bank of Montreal (BMO) in Q4 2016, closing a stake of 60 shares — an estimated $4K sold.

First Interstate Bank first reported a position in BMO in Q3 2015 and held it in 5 quarters. The position peaked at $4K in Q3 2016. 403 funds tracked by Wall St. Rank hold BMO as of Q4 2016.

First Interstate Bank reported no remaining Bank of Montreal position as of Q4 2016 after selling out during the quarter.
First Interstate Bank sold 60 Bank of Montreal shares in Q4 2016, an estimated $4K.
First Interstate Bank first reported a position in Bank of Montreal in Q3 2015 and held it in 5 quarters.
First Interstate Bank's Bank of Montreal position peaked at $4K in Q3 2016.
403 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2016.

Based on First Interstate Bank's 13F filing for Q4 2016, filed 31 Jan 2017.