LWCFA
BMO icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Bank of Montreal BMO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2017
Q3 		– Sell
-35
Closed -$3K – 794
2017
Q2 		$3K Buy
+35
New +$2.48K ﹤0.01% 604

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BMO Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 35 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BMO in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 35 Bank of Montreal shares in Q3 2017, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bank of Montreal in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Bank of Montreal position peaked at $3K in Q2 2017.
  • 395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.