MTB
BMO icon

Mizuho Trust & Banking’s Bank of Montreal BMO Stock Holding History

Mizuho Trust & Banking’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
-223,813
Closed -$18.4M – 871
2014
Q4 		$18.4M Sell
223,813
-21,900
-9% -$1.57M 0.06% 333
2014
Q3 		$20.2M Buy
245,713
+2,103
+0.9% +$158K 0.08% 285
2014
Q2 		$19.1M Sell
243,610
-16,900
-6% -$1.18M 0.07% 321
2014
Q1 		$19.3M Sell
260,510
-36,009
-12% -$2.34M 0.07% 314
2013
Q4 		$21M Sell
296,519
-606,327
-67% -$41.3M 0.08% 281
2013
Q3 		$55.1M Hold
902,846
– – 0.23% 94
2013
Q2 		$52.2M Buy
+902,846
New +$54.7M 0.22% 102

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
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 $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

Mizuho Trust & Banking's BMO Position: Q1 2015 in Review

Mizuho Trust & Banking sold out of Bank of Montreal (BMO) in Q1 2015, closing a stake of 223,813 shares — an estimated $18.4M sold.

Mizuho Trust & Banking first reported a position in BMO in Q2 2013 and held it in 7 quarters. The position peaked at $55.1M in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

  • Mizuho Trust & Banking reported no remaining Bank of Montreal position as of Q1 2015 after selling out during the quarter.
  • Mizuho Trust & Banking sold 223,813 Bank of Montreal shares in Q1 2015, an estimated $18.4M.
  • Mizuho Trust & Banking first reported a position in Bank of Montreal in Q2 2013 and held it in 7 quarters.
  • Mizuho Trust & Banking's Bank of Montreal position peaked at $55.1M in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on Mizuho Trust & Banking's 13F filing for Q1 2015, filed 14 May 2015.