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Howe & Rusling’s Bank of Montreal BMO Stock Holding History

Howe & Rusling’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
-281
Closed -$17K – 969
2016
Q1 		$17K Buy
+281
New +$15.4K ﹤0.01% 427

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 $123B AUM 34.51% 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 $40.9B AUM 35.96% 1-Year Est. Return

Howe & Rusling's BMO Position: Q2 2016 in Review

Howe & Rusling sold out of Bank of Montreal (BMO) in Q2 2016, closing a stake of 281 shares — an estimated $17K sold.

Howe & Rusling first reported a position in BMO in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 379 funds tracked by Wall St. Rank hold BMO as of Q2 2016.

  • Howe & Rusling reported no remaining Bank of Montreal position as of Q2 2016 after selling out during the quarter.
  • Howe & Rusling sold 281 Bank of Montreal shares in Q2 2016, an estimated $17K.
  • Howe & Rusling first reported a position in Bank of Montreal in Q1 2016 and held it in 1 quarter.
  • Howe & Rusling's Bank of Montreal position peaked at $17K in Q1 2016.
  • 379 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2016.

Based on Howe & Rusling's 13F filing for Q2 2016, filed 23 Aug 2016.