Nikko Asset Management Americas’s Bank of Montreal BMO Stock Holding History

Nikko Asset Management Americas’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
2017 Q4	–	Sell	-1,700	Closed	-$129K	–	284
2017 Q3	$129K	Sell	1,700 -1,100	-39%	-$82K	0.01%	241
2017 Q2	$206K	Buy	+2,800	New	+$198K	0.01%	227
2017 Q1	–	Sell	-3,200	Closed	-$230K	–	307
2016 Q4	$230K	Hold	3,200	–	–	0.02%	237
2016 Q3	$210K	Hold	3,200	–	–	0.02%	231
2016 Q2	$263K	Hold	3,200	–	–	0.03%	213
2016 Q1	$253K	Buy	+3,200	New	+$175K	0.03%	207
2015 Q2	–	Sell	-1,300	Closed	-$98K	–	195
2015 Q1	$98K	Hold	1,300	–	–	0.01%	200
2014 Q4	$107K	Buy	+1,300	New	+$93K	0.01%	200
2014 Q1	–	Sell	-3,000	Closed	-$212K	–	177
2013 Q4	$212K	Buy	+3,000	New	+$204K	0.01%	169
2013 Q3	–	Sell	-700	Closed	-$43K	–	135
2013 Q2	$43K	Buy	+700	New	+$42.4K	﹤0.01%	148

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return