Partnervest Advisory Services’s Bank of Montreal BMO Stock Holding History

Partnervest Advisory 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
2018 Q1	–	Sell	-3,223	Closed	-$258K	–	202
2017 Q4	$258K	Buy	+3,223	New	+$251K	0.13%	154
2017 Q3	–	Sell	-5,219	Closed	-$383K	–	184
2017 Q2	$383K	Buy	5,219 +2	+0%	+$142	0.17%	124
2017 Q1	$390K	Sell	5,217 -1,998	-28%	-$151K	0.18%	116
2016 Q4	$519K	Buy	+7,215	New	+$481K	0.24%	84
2015 Q4	–	Sell	-10,378	Closed	-$566K	–	173
2015 Q3	$566K	Buy	10,378 +6,752	+186%	+$371K	0.32%	63
2015 Q2	$215K	Buy	+3,626	New	+$228K	0.11%	169
2014 Q3	–	Sell	-476	Closed	-$35K	–	223
2014 Q2	$35K	Sell	476 -238	-33%	-$16.6K	0.02%	429
2014 Q1	$48K	Sell	714 -6	-0.8%	-$390	0.02%	331
2013 Q4	$48K	Buy	+720	New	+$49K	0.02%	317
2013 Q3	–	Sell	-500	Closed	-$29K	–	1011
2013 Q2	$29K	Buy	+500	New	+$30.3K	0.01%	331

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

CIBC World Market

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

Mackenzie Financial

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

CIBC Asset Management

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

Toronto Dominion Bank

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

Bank of Nova Scotia

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

Capital Research Global Investors

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