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Northwestern Mutual Investment Services’s Bank of Montreal BMO Stock Holding History

Northwestern Mutual Investment Services’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
-15
Closed -$1K – 310
2015
Q2 		$1K Buy
+15
New +$942 ﹤0.01% 67

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $269B AUM 31.4% 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 $40.9B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northwestern Mutual Investment Services's BMO Position: Q3 2015 in Review

Northwestern Mutual Investment Services sold out of Bank of Montreal (BMO) in Q3 2015, closing a stake of 15 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in BMO in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 350 funds tracked by Wall St. Rank hold BMO as of Q3 2015.

  • Northwestern Mutual Investment Services reported no remaining Bank of Montreal position as of Q3 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 15 Bank of Montreal shares in Q3 2015, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Bank of Montreal in Q2 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Bank of Montreal position peaked at $1K in Q2 2015.
  • 350 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2015, filed 16 Nov 2015.