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Independent Portfolio Consultants’s Bank of Montreal BMO Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-71
Closed -$4K – 883
2015
Q1 		$4K Buy
+71
New +$4.4K ﹤0.01% 777

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Independent Portfolio Consultants's BMO Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Bank of Montreal (BMO) in Q2 2015, closing a stake of 71 shares — an estimated $4K sold.

Independent Portfolio Consultants first reported a position in BMO in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 354 funds tracked by Wall St. Rank hold BMO as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Bank of Montreal position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 71 Bank of Montreal shares in Q2 2015, an estimated $4K.
  • Independent Portfolio Consultants first reported a position in Bank of Montreal in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Bank of Montreal position peaked at $4K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.