Haber Trilix Advisors’s Bank of Montreal BMO Stock Holding History

Haber Trilix 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
2013 Q2	$18.2M	Buy	+314,406	New	+$19M	2.26%	11

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

IGIM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Haber Trilix Advisors's BMO Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Bank of Montreal (BMO) in Q2 2013: 314,406 shares worth $18.2M. The stake represents 2.26% of the portfolio and ranks #11 among its holdings.

318 funds tracked by Wall St. Rank hold BMO as of Q2 2013.

Haber Trilix Advisors held 314,406 shares of Bank of Montreal worth $18.2M as of Q2 2013.
Bank of Montreal was a new Haber Trilix Advisors position in Q2 2013.
Bank of Montreal made up 2.26% of Haber Trilix Advisors's portfolio in Q2 2013, its #11 holding.
318 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.