Handelsbanken Fonder
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Handelsbanken Fonder’s Bank of Montreal BMO Stock Holding History

Handelsbanken Fonder’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
2016
Q2 		– Sell
-5,900
Closed -$360K – 233
2016
Q1 		$360K Sell
5,900
-43,891
-88% -$2.4M 0.02% 172
2015
Q4 		$2.8M Buy
+49,791
New +$2.86M 0.05% 281

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Handelsbanken Fonder's BMO Position: Q2 2016 in Review

Handelsbanken Fonder sold out of Bank of Montreal (BMO) in Q2 2016, closing a stake of 5,900 shares — an estimated $360K sold.

Handelsbanken Fonder first reported a position in BMO in Q4 2015 and held it in 2 quarters. The position peaked at $2.8M in Q4 2015. 380 funds tracked by Wall St. Rank hold BMO as of Q2 2016.

  • Handelsbanken Fonder reported no remaining Bank of Montreal position as of Q2 2016 after selling out during the quarter.
  • Handelsbanken Fonder sold 5,900 Bank of Montreal shares in Q2 2016, an estimated $360K.
  • Handelsbanken Fonder first reported a position in Bank of Montreal in Q4 2015 and held it in 2 quarters.
  • Handelsbanken Fonder's Bank of Montreal position peaked at $2.8M in Q4 2015.
  • 380 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2016.

Based on Handelsbanken Fonder's 13F filing for Q2 2016, filed 15 Jul 2016.