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Lombard Odier Transatlantic’s Bank of Montreal BMO Stock Holding History

Lombard Odier Transatlantic’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
Q3 		$72K Hold
1,100
– – 0.07% 74
2016
Q2 		$69K Hold
1,100
– – 0.07% 74
2016
Q1 		$67K Hold
1,100
– – 0.06% 78
2015
Q4 		$62K Buy
+1,100
New +$63.3K 0.05% 84

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lombard Odier Transatlantic's BMO Position: Q3 2016 in Review

Lombard Odier Transatlantic held its Bank of Montreal (BMO) position steady in Q3 2016 at 1,100 shares worth $72K. The position accounts for 0.07% of the portfolio, ranked #74.

Lombard Odier Transatlantic first reported a position in BMO in Q4 2015 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

  • Lombard Odier Transatlantic held 1,100 shares of Bank of Montreal worth $72K as of Q3 2016.
  • Lombard Odier Transatlantic left its Bank of Montreal share count unchanged in Q3 2016.
  • Bank of Montreal made up 0.07% of Lombard Odier Transatlantic's portfolio in Q3 2016, its #74 holding.
  • Lombard Odier Transatlantic first reported a position in Bank of Montreal in Q4 2015 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on Lombard Odier Transatlantic's 13F filing for Q3 2016, filed 14 Nov 2016.