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Neuberger Berman Canada’s Bank of Montreal BMO Stock Holding History

Neuberger Berman Canada’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
Q3 		– Sell
-108,934
Closed -$6.45M – 164
2015
Q2 		$6.45M Buy
108,934
+4,806
+5% +$302K 1.74% 24
2015
Q1 		$6.24M Buy
104,128
+32,670
+46% +$2.03M 1.67% 19
2014
Q4 		$5.87M Buy
71,458
+20,540
+40% +$1.47M 0.93% 17
2014
Q3 		$4.2M Buy
+50,918
New +$3.83M 0.66% 19

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Neuberger Berman Canada's BMO Position: Q3 2015 in Review

Neuberger Berman Canada sold out of Bank of Montreal (BMO) in Q3 2015, closing a stake of 108,934 shares — an estimated $6.45M sold.

Neuberger Berman Canada first reported a position in BMO in Q3 2014 and held it in 4 quarters. The position peaked at $6.45M in Q2 2015. 350 funds tracked by Wall St. Rank hold BMO as of Q3 2015.

  • Neuberger Berman Canada reported no remaining Bank of Montreal position as of Q3 2015 after selling out during the quarter.
  • Neuberger Berman Canada sold 108,934 Bank of Montreal shares in Q3 2015, an estimated $6.45M.
  • Neuberger Berman Canada first reported a position in Bank of Montreal in Q3 2014 and held it in 4 quarters.
  • Neuberger Berman Canada's Bank of Montreal position peaked at $6.45M in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2015.

Based on Neuberger Berman Canada's 13F filing for Q3 2015, filed 14 Oct 2015.