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Placemark Investments’s Bank of Montreal BMO Stock Holding History

Placemark Investments’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 		$1.01M Buy
14,284
+2,627
+23% +$188K 0.02% 870
2014
Q3 		$855K Buy
11,657
+124
+1% +$9.33K 0.02% 948
2014
Q2 		$848K Buy
11,533
+1,330
+13% +$92.7K 0.02% 941
2014
Q1 		$683K Buy
10,203
+380
+4% +$24.7K 0.01% 983
2013
Q4 		$655K Buy
9,823
+73
+0.7% +$4.97K 0.01% 1030
2013
Q3 		$652K Buy
9,750
+280
+3% +$17.6K 0.01% 982
2013
Q2 		$549K Buy
+9,470
New +$574K 0.01% 999

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 $115B AUM 41.58% 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 $45.6B AUM 44.74% 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

Placemark Investments's BMO Position: Q4 2014 in Review

Placemark Investments increased its Bank of Montreal (BMO) stake by 23% in Q4 2014, buying an estimated $188K and bringing the position to 14,284 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #870.

Placemark Investments first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • Placemark Investments held 14,284 shares of Bank of Montreal worth $1.01M as of Q4 2014.
  • Placemark Investments bought 2,627 Bank of Montreal shares in Q4 2014, an estimated $188K.
  • Bank of Montreal made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #870 holding.
  • Placemark Investments first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
  • 367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.