Fort Washington Investment Advisors’s Bank of Montreal BMO Stock Holding History

Fort Washington Investment Advisors’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
2015 Q1	–	Sell	-4,891	Closed	-$346K	–	428
2014 Q4	$346K	Hold	4,891	–	–	0.01%	372
2014 Q3	$360K	Hold	4,891	–	–	0.01%	374
2014 Q2	$360K	Buy	4,891 +585	+14%	+$40.8K	0.01%	382
2014 Q1	$289K	Hold	4,306	–	–	0.01%	392
2013 Q4	$287K	Hold	4,306	–	–	0.01%	442
2013 Q3	$288K	Sell	4,306 -921	-18%	-$57.8K	0.01%	402
2013 Q2	$303K	Buy	+5,227	New	+$317K	0.01%	387

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fort Washington Investment Advisors's BMO Position: Q1 2015 in Review

Fort Washington Investment Advisors sold out of Bank of Montreal (BMO) in Q1 2015, closing a stake of 4,891 shares — an estimated $346K sold.

Fort Washington Investment Advisors first reported a position in BMO in Q2 2013 and held it in 7 quarters. The position peaked at $360K in Q3 2014. 349 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

Fort Washington Investment Advisors reported no remaining Bank of Montreal position as of Q1 2015 after selling out during the quarter.
Fort Washington Investment Advisors sold 4,891 Bank of Montreal shares in Q1 2015, an estimated $346K.
Fort Washington Investment Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 7 quarters.
Fort Washington Investment Advisors's Bank of Montreal position peaked at $360K in Q3 2014.
349 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.