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Parasol Investment Management’s Bank of Montreal BMO Stock Holding History

Parasol Investment Management’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
2014
Q4 		– Sell
-275
Closed -$20K – 304
2014
Q3 		$20K Hold
275
– – 0.01% 161
2014
Q2 		$20K Hold
275
– – 0.01% 163
2014
Q1 		$18K Hold
275
– – 0.01% 147
2013
Q4 		$18K Buy
+275
New +$18.7K 0.01% 149

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Parasol Investment Management's BMO Position: Q4 2014 in Review

Parasol Investment Management sold out of Bank of Montreal (BMO) in Q4 2014, closing a stake of 275 shares — an estimated $20K sold.

Parasol Investment Management first reported a position in BMO in Q4 2013 and held it in 4 quarters. The position peaked at $20K in Q3 2014. 366 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • Parasol Investment Management reported no remaining Bank of Montreal position as of Q4 2014 after selling out during the quarter.
  • Parasol Investment Management sold 275 Bank of Montreal shares in Q4 2014, an estimated $20K.
  • Parasol Investment Management first reported a position in Bank of Montreal in Q4 2013 and held it in 4 quarters.
  • Parasol Investment Management's Bank of Montreal position peaked at $20K in Q3 2014.
  • 366 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Parasol Investment Management's 13F filing for Q4 2014, filed 15 May 2015.