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I.G. Investment Management’s Bank of Montreal BMO Stock Holding History

I.G. Investment 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
2017
Q3 		$804M Sell
10,630,427
-203,097
-2% -$15.1M 4.13% 6
2017
Q2 		$796M Buy
10,833,524
+876,967
+9% +$62.1M 4.11% 7
2017
Q1 		$743M Sell
9,956,557
-1,978,400
-17% -$149M 3.8% 6
2016
Q4 		$858M Sell
11,934,957
-1,411,006
-11% -$94.1M 4.49% 5
2016
Q3 		$875M Sell
13,345,963
-359,586
-3% -$23.4M 3.39% 5
2016
Q2 		$869M Sell
13,705,549
-864,708
-6% -$54.8M 3.44% 6
2016
Q1 		$885M Sell
14,570,257
-1,285,766
-8% -$70.4M 3.58% 6
2015
Q4 		$895M Sell
15,856,023
-581,751
-4% -$33.5M 3.83% 5
2015
Q3 		$897M Buy
16,437,774
+453,541
+3% +$24.9M 3.76% 5
2015
Q2 		$947M Sell
15,984,233
-19,832
-0.1% -$1.24M 3.6% 6
2015
Q1 		$959M Buy
16,004,065
+180,898
+1% +$11.2M 3.65% 6
2014
Q4 		$1.12B Buy
15,823,167
+7,347
+0% +$526K 4.05% 4
2014
Q3 		$1.16B Sell
15,815,820
-251,400
-2% -$18.9M 4.16% 4
2014
Q2 		$1.18B Sell
16,067,220
-5,669
-0% -$395K 4.05% 4
2014
Q1 		$1.08B Sell
16,072,889
-849,082
-5% -$55.2M 3.87% 6
2013
Q4 		$1.13B Sell
16,921,971
-784,670
-4% -$53.4M 4.08% 5
2013
Q3 		$1.18B Sell
17,706,641
-546,760
-3% -$34.3M 4.48% 5
2013
Q2 		$1.06B Buy
+18,253,401
New +$1.11B 4.28% 4

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

I.G. Investment Management's BMO Position: Q3 2017 in Review

I.G. Investment Management reduced its Bank of Montreal (BMO) stake by 1.9% in Q3 2017, selling an estimated $15.1M and leaving 10,630,427 shares worth $804M. The position accounts for 4.13% of the portfolio, ranked #6.

I.G. Investment Management first reported a position in BMO in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.18B in Q2 2014. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

  • I.G. Investment Management held 10,630,427 shares of Bank of Montreal worth $804M as of Q3 2017.
  • I.G. Investment Management sold 203,097 Bank of Montreal shares in Q3 2017, an estimated $15.1M.
  • Bank of Montreal made up 4.13% of I.G. Investment Management's portfolio in Q3 2017, its #6 holding.
  • I.G. Investment Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 18 quarters since.
  • I.G. Investment Management's Bank of Montreal position peaked at $1.18B in Q2 2014.
  • 395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.