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Mitchell McLeod Pugh & Williams’s Bank of Montreal BMO Stock Holding History

Mitchell McLeod Pugh & Williams’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
2015
Q1 		– Sell
-5,000
Closed -$354K – 154
2014
Q4 		$354K Buy
+5,000
New +$358K 0.33% 109

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
I.G. Investment Management
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's BMO Position: Q1 2015 in Review

Mitchell McLeod Pugh & Williams sold out of Bank of Montreal (BMO) in Q1 2015, closing a stake of 5,000 shares — an estimated $354K sold.

Mitchell McLeod Pugh & Williams first reported a position in BMO in Q4 2014 and held it in 1 quarter. The position peaked at $354K in Q4 2014. 349 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

  • Mitchell McLeod Pugh & Williams reported no remaining Bank of Montreal position as of Q1 2015 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 5,000 Bank of Montreal shares in Q1 2015, an estimated $354K.
  • Mitchell McLeod Pugh & Williams first reported a position in Bank of Montreal in Q4 2014 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Bank of Montreal position peaked at $354K in Q4 2014.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2015, filed 21 Apr 2015.