HL Financial Services’s Bank of Montreal BMO Stock Holding History

HL Financial Services’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	-7,810	Closed	-$474K	–	657
2016 Q1	$474K	Sell	7,810 -304	-4%	-$16.7K	0.01%	440
2015 Q4	$458K	Buy	8,114 +58	+0.7%	+$3.34K	0.01%	463
2015 Q3	$439K	Sell	8,056 -362	-4%	-$19.9K	0.01%	450
2015 Q2	$499K	Sell	8,418 -2	-0%	-$126	0.01%	454
2015 Q1	$505K	Buy	+8,420	New	+$522K	0.01%	455
2014 Q1	–	Sell	-6,105	Closed	-$407K	–	645
2013 Q4	$407K	Buy	+6,105	New	+$415K	0.01%	432

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC World Market

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

TD Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return