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Haberer Registered Investment Advisor’s Bank of Montreal BMO Stock Holding History

Haberer Registered Investment Advisor’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
Q3 		– Sell
-100
Closed -$6K – 460
2013
Q2 		$6K Buy
+100
New +$6.06K ﹤0.01% 369

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Haberer Registered Investment Advisor's BMO Position: Q3 2013 in Review

Haberer Registered Investment Advisor sold out of Bank of Montreal (BMO) in Q3 2013, closing a stake of 100 shares — an estimated $6K sold.

Haberer Registered Investment Advisor first reported a position in BMO in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 317 funds tracked by Wall St. Rank hold BMO as of Q3 2013.

  • Haberer Registered Investment Advisor reported no remaining Bank of Montreal position as of Q3 2013 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 100 Bank of Montreal shares in Q3 2013, an estimated $6K.
  • Haberer Registered Investment Advisor first reported a position in Bank of Montreal in Q2 2013 and held it in 1 quarter.
  • Haberer Registered Investment Advisor's Bank of Montreal position peaked at $6K in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2013.

Based on Haberer Registered Investment Advisor's 13F filing for Q3 2013, filed 4 Oct 2013.