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Kurt F. Somerville’s Bank of Montreal BMO Stock Holding History

Kurt F. Somerville’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
-3,000
Closed -$200K – 106
2013
Q3 		$200K Buy
+3,000
New +$188K 0.08% 105

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

Kurt F. Somerville's BMO Position: Q4 2013 in Review

Kurt F. Somerville sold out of Bank of Montreal (BMO) in Q4 2013, closing a stake of 3,000 shares — an estimated $200K sold.

Kurt F. Somerville first reported a position in BMO in Q3 2013 and held it in 1 quarter. The position peaked at $200K in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q4 2013.

  • Kurt F. Somerville reported no remaining Bank of Montreal position as of Q4 2013 after selling out during the quarter.
  • Kurt F. Somerville sold 3,000 Bank of Montreal shares in Q4 2013, an estimated $200K.
  • Kurt F. Somerville first reported a position in Bank of Montreal in Q3 2013 and held it in 1 quarter.
  • Kurt F. Somerville's Bank of Montreal position peaked at $200K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2013.

Based on Kurt F. Somerville's 13F filing for Q4 2013, filed 28 May 2014.