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Hilton Capital Management’s Bank of Montreal BMO Stock Holding History

Hilton Capital 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
2016
Q4 		– Sell
-8,649
Closed -$567K – 115
2016
Q3 		$567K Buy
+8,649
New +$562K 0.14% 84

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Hilton Capital Management's BMO Position: Q4 2016 in Review

Hilton Capital Management sold out of Bank of Montreal (BMO) in Q4 2016, closing a stake of 8,649 shares — an estimated $567K sold.

Hilton Capital Management first reported a position in BMO in Q3 2016 and held it in 1 quarter. The position peaked at $567K in Q3 2016. 403 funds tracked by Wall St. Rank hold BMO as of Q4 2016.

  • Hilton Capital Management reported no remaining Bank of Montreal position as of Q4 2016 after selling out during the quarter.
  • Hilton Capital Management sold 8,649 Bank of Montreal shares in Q4 2016, an estimated $567K.
  • Hilton Capital Management first reported a position in Bank of Montreal in Q3 2016 and held it in 1 quarter.
  • Hilton Capital Management's Bank of Montreal position peaked at $567K in Q3 2016.
  • 403 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2016.

Based on Hilton Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.