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Kessler Investment Group’s Bank of Montreal BMO Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-150
Closed -$10K – 110
2013
Q3 		$10K Buy
+150
New +$9.41K 0.03% 109

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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 $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kessler Investment Group's BMO Position: Q4 2013 in Review

Kessler Investment Group sold out of Bank of Montreal (BMO) in Q4 2013, closing a stake of 150 shares — an estimated $10K sold.

Kessler Investment Group first reported a position in BMO in Q3 2013 and held it in 1 quarter. The position peaked at $10K in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q4 2013.

  • Kessler Investment Group reported no remaining Bank of Montreal position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 150 Bank of Montreal shares in Q4 2013, an estimated $10K.
  • Kessler Investment Group first reported a position in Bank of Montreal in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's Bank of Montreal position peaked at $10K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.