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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Nikko Asset Management Americas's BMO Position: Q4 2017 in Review

Nikko Asset Management Americas sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 1,700 shares — an estimated $129K sold.

Nikko Asset Management Americas first reported a position in BMO in Q2 2013 and held it in 10 quarters. The position peaked at $263K in Q2 2016. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

Nikko Asset Management Americas reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
Nikko Asset Management Americas sold 1,700 Bank of Montreal shares in Q4 2017, an estimated $129K.
Nikko Asset Management Americas first reported a position in Bank of Montreal in Q2 2013 and held it in 10 quarters.
Nikko Asset Management Americas's Bank of Montreal position peaked at $263K in Q2 2016.
429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on Nikko Asset Management Americas's 13F filing for Q4 2017, filed 14 Feb 2018.