Old Mutual Customised Solutions’s Bank of Montreal BMO Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$3.45M	Buy	44,633 +500	+1%	+$38.5K	0.34%	69
2018 Q1	$3.31M	Buy	44,133 +4,500	+11%	+$354K	0.34%	70
2017 Q4	$3.18M	Buy	39,633 +11,500	+41%	+$897K	0.33%	79
2017 Q3	$2.12M	Buy	28,133 +1,500	+6%	+$112K	0.29%	86
2017 Q2	$1.95M	Buy	26,633 +500	+2%	+$35.4K	0.29%	85
2017 Q1	$1.95M	Buy	26,133 +2,748	+12%	+$208K	0.3%	77
2016 Q4	$1.68M	Buy	23,385 +5,700	+32%	+$380K	0.31%	75
2016 Q3	$1.16M	Sell	17,685 -4,400	-20%	-$286K	0.33%	65
2016 Q2	$1.39M	Sell	22,085 -900	-4%	-$57.1K	0.35%	56
2016 Q1	$1.4M	Hold	22,985	–	–	0.36%	60
2015 Q4	$1.29M	Hold	22,985	–	–	0.33%	70
2015 Q3	$1.25M	Sell	22,985 -3,000	-12%	-$165K	0.34%	67
2015 Q2	$1.54M	Buy	25,985 +1,200	+5%	+$75.3K	0.36%	56
2015 Q1	$1.49M	Buy	24,785 +12,300	+99%	+$763K	0.36%	53
2014 Q4	$1.03M	Buy	12,485 +1,100	+10%	+$78.7K	0.29%	69
2014 Q3	$840K	Sell	11,385 -1,700	-13%	-$128K	0.24%	83
2014 Q2	$965K	Sell	13,085 -700	-5%	-$48.8K	0.23%	83
2014 Q1	$924K	Buy	13,785 +600	+5%	+$39K	0.23%	87
2013 Q4	$879K	Hold	13,185	–	–	0.23%	96
2013 Q3	$882K	Buy	13,185 +3,300	+33%	+$207K	0.25%	80
2013 Q2	$572K	Buy	+9,885	New	+$599K	0.17%	127

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Old Mutual Customised Solutions's BMO Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Bank of Montreal (BMO) stake by 1.1% in Q2 2018, buying an estimated $38.5K and bringing the position to 44,633 shares worth $3.45M. The position accounts for 0.34% of the portfolio, ranked #69.

Old Mutual Customised Solutions first reported a position in BMO in Q2 2013 and has held it in 21 quarters since. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

Old Mutual Customised Solutions held 44,633 shares of Bank of Montreal worth $3.45M as of Q2 2018.
Old Mutual Customised Solutions bought 500 Bank of Montreal shares in Q2 2018, an estimated $38.5K.
Bank of Montreal made up 0.34% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #69 holding.
Old Mutual Customised Solutions first reported a position in Bank of Montreal in Q2 2013 and has held it in 21 quarters since.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.