Graybill Wealth Management’s Bank of Montreal BMO Stock Holding History

Graybill Wealth Management’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
2017 Q4	–	Sell	-31,085	Closed	-$2.35M	–	48
2017 Q3	$2.35M	Sell	31,085 -200	-0.6%	-$14.9K	1.74%	35
2017 Q2	$2.3M	Buy	31,285 +255	+0.8%	+$18K	1.82%	33
2017 Q1	$2.32M	Buy	31,030 +150	+0.5%	+$11.3K	1.84%	34
2016 Q4	$2.22M	Buy	30,880 +915	+3%	+$61K	1.89%	30
2016 Q3	$1.97M	Sell	29,965 -620	-2%	-$40.3K	1.83%	32
2016 Q2	$1.94M	Sell	30,585 -745	-2%	-$47.2K	1.79%	35
2016 Q1	$1.9M	Sell	31,330 -95	-0.3%	-$5.21K	1.72%	35
2015 Q4	$1.77M	Sell	31,425 -705	-2%	-$40.5K	1.53%	39
2015 Q3	$1.75M	Buy	32,130 +380	+1%	+$20.9K	1.44%	41
2015 Q2	$1.88M	Buy	31,750 +65	+0.2%	+$4.08K	1.39%	42
2015 Q1	$1.9M	Buy	+31,685	New	+$1.97M	1.43%	42

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Acadian Asset Management

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