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McAdams Wright Ragen’s Bank of Montreal BMO Stock Holding History

McAdams Wright Ragen’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
Q3 		$6.02M Buy
81,796
+4,675
+6% +$352K 0.34% 75
2014
Q2 		$5.67M Buy
77,121
+1,258
+2% +$87.7K 0.32% 74
2014
Q1 		$5.08M Buy
75,863
+325
+0.4% +$21.1K 0.32% 75
2013
Q4 		$5.04M Buy
75,538
+200
+0.3% +$13.6K 0.33% 80
2013
Q3 		$5.03M Sell
75,338
-3,850
-5% -$241K 0.4% 72
2013
Q2 		$4.59M Buy
+79,188
New +$4.8M 0.37% 81

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 $123B AUM 34.51% 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 $40.9B AUM 35.96% 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

McAdams Wright Ragen's BMO Position: Q3 2014 in Review

McAdams Wright Ragen increased its Bank of Montreal (BMO) stake by 6.1% in Q3 2014, buying an estimated $352K and bringing the position to 81,796 shares worth $6.02M. The position accounts for 0.34% of the portfolio, ranked #75.

McAdams Wright Ragen first reported a position in BMO in Q2 2013 and has held it in 6 quarters since. 358 funds tracked by Wall St. Rank hold BMO as of Q3 2014.

  • McAdams Wright Ragen held 81,796 shares of Bank of Montreal worth $6.02M as of Q3 2014.
  • McAdams Wright Ragen bought 4,675 Bank of Montreal shares in Q3 2014, an estimated $352K.
  • Bank of Montreal made up 0.34% of McAdams Wright Ragen's portfolio in Q3 2014, its #75 holding.
  • McAdams Wright Ragen first reported a position in Bank of Montreal in Q2 2013 and has held it in 6 quarters since.
  • 358 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.