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Founders Bank & Trust’s Bank of Montreal BMO Stock Holding History

Founders Bank & Trust’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 		$18K Hold
255
– – 0.01% 255
2014
Q3 		$19K Hold
255
– – 0.01% 243
2014
Q2 		$19K Hold
255
– – 0.01% 242
2014
Q1 		$17K Hold
255
– – 0.01% 248
2013
Q4 		$16K Hold
255
– – 0.01% 277
2013
Q3 		$17K Hold
255
– – 0.01% 222
2013
Q2 		$15K Buy
+255
New +$15.4K 0.01% 223

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Founders Bank & Trust's BMO Position: Q4 2014 in Review

Founders Bank & Trust held its Bank of Montreal (BMO) position steady in Q4 2014 at 255 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #255.

Founders Bank & Trust first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $19K in Q3 2014. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • Founders Bank & Trust held 255 shares of Bank of Montreal worth $18K as of Q4 2014.
  • Founders Bank & Trust left its Bank of Montreal share count unchanged in Q4 2014.
  • Bank of Montreal made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #255 holding.
  • Founders Bank & Trust first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Bank of Montreal position peaked at $19K in Q3 2014.
  • 367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.