IWC
BMO icon

Integrated Wealth Counsel’s Bank of Montreal BMO Stock Holding History

Integrated Wealth Counsel’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 		$17K Hold
232
– – 0.04% 120
2016
Q3 		$15K Buy
+232
New +$15.1K 0.03% 122

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

Integrated Wealth Counsel's BMO Position: Q4 2016 in Review

Integrated Wealth Counsel held its Bank of Montreal (BMO) position steady in Q4 2016 at 232 shares worth $17K. The position accounts for 0.04% of the portfolio, ranked #120.

Integrated Wealth Counsel first reported a position in BMO in Q3 2016 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold BMO as of Q4 2016.

  • Integrated Wealth Counsel held 232 shares of Bank of Montreal worth $17K as of Q4 2016.
  • Integrated Wealth Counsel left its Bank of Montreal share count unchanged in Q4 2016.
  • Bank of Montreal made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #120 holding.
  • Integrated Wealth Counsel first reported a position in Bank of Montreal in Q3 2016 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.