Hazelview Securities’s Bank of Montreal BMO Stock Holding History

Hazelview Securities’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
2019 Q4	–	Sell	-56,459	Closed	-$4.16M	–	36
2019 Q3	$4.16M	Hold	56,459	–	–	0.74%	40
2019 Q2	$4.3M	Hold	56,459	–	–	0.93%	30
2019 Q1	$4.23M	Hold	56,459	–	–	1.06%	31
2018 Q4	$3.69M	Sell	56,459 -57,319	-50%	-$4.25M	1.07%	35
2018 Q3	$9.39M	Hold	113,778	–	–	2.25%	22
2018 Q2	$8.77M	Buy	113,778 +80,267	+240%	+$6.18M	1.94%	21
2018 Q1	$3.26M	Hold	33,511	–	–	1.68%	26
2017 Q4	$2.68M	Sell	33,511 -5,864	-15%	-$457K	0.79%	39
2017 Q3	$2.98M	Hold	39,375	–	–	0.9%	36
2017 Q2	$2.89M	Hold	39,375	–	–	0.9%	34
2017 Q1	$2.94M	Buy	+39,375	New	+$2.97M	1.13%	28

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

TD Asset Management

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

Bank of Nova Scotia

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

CIBC World Market

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return