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MB Financial Bank - Trust Department’s Bank of Montreal BMO Stock Holding History

MB Financial Bank - Trust Department’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
2014
Q4 		– Sell
-1,600
Closed -$118K – 454
2014
Q3 		$118K Buy
1,600
+800
+100% +$60.2K 0.01% 307
2014
Q2 		$59K Hold
800
– – 0.01% 315
2014
Q1 		$54K Hold
800
– – 0.01% 255
2013
Q4 		$53K Buy
+800
New +$54.4K 0.01% 252

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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 $57.2B AUM 35.3% 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 $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MB Financial Bank - Trust Department's BMO Position: Q4 2014 in Review

MB Financial Bank - Trust Department sold out of Bank of Montreal (BMO) in Q4 2014, closing a stake of 1,600 shares — an estimated $118K sold.

MB Financial Bank - Trust Department first reported a position in BMO in Q4 2013 and held it in 4 quarters. The position peaked at $118K in Q3 2014. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • MB Financial Bank - Trust Department reported no remaining Bank of Montreal position as of Q4 2014 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 1,600 Bank of Montreal shares in Q4 2014, an estimated $118K.
  • MB Financial Bank - Trust Department first reported a position in Bank of Montreal in Q4 2013 and held it in 4 quarters.
  • MB Financial Bank - Trust Department's Bank of Montreal position peaked at $118K in Q3 2014.
  • 367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on MB Financial Bank - Trust Department's 13F filing for Q4 2014, filed 22 Jan 2015.