KLWA
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Kelly Lawrence W & Associates’s Bank of Montreal BMO Stock Holding History

Kelly Lawrence W & Associates’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
Q1 		– Sell
-1,000
Closed -$56K – 162
2015
Q4 		$56K Buy
+1,000
New +$57.5K 0.01% 123

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kelly Lawrence W & Associates's BMO Position: Q1 2016 in Review

Kelly Lawrence W & Associates sold out of Bank of Montreal (BMO) in Q1 2016, closing a stake of 1,000 shares — an estimated $56K sold.

Kelly Lawrence W & Associates first reported a position in BMO in Q4 2015 and held it in 1 quarter. The position peaked at $56K in Q4 2015. 369 funds tracked by Wall St. Rank hold BMO as of Q1 2016.

  • Kelly Lawrence W & Associates reported no remaining Bank of Montreal position as of Q1 2016 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 1,000 Bank of Montreal shares in Q1 2016, an estimated $56K.
  • Kelly Lawrence W & Associates first reported a position in Bank of Montreal in Q4 2015 and held it in 1 quarter.
  • Kelly Lawrence W & Associates's Bank of Montreal position peaked at $56K in Q4 2015.
  • 369 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2016.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2016, filed 16 May 2016.