Plante Moran Financial Advisors’s Bank of Montreal BMO Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-588	Closed	-$44K	–	825
2018 Q1	$44K	Sell	588 -122	-17%	-$9.6K	0.02%	366
2017 Q4	$57K	Buy	710 +150	+27%	+$11.7K	0.03%	312
2017 Q3	$42K	Sell	560 -140	-20%	-$10.4K	0.03%	341
2017 Q2	$51K	Buy	700 +432	+161%	+$30.6K	0.03%	310
2017 Q1	$20K	Buy	268 +111	+71%	+$8.38K	0.01%	481
2016 Q4	$11K	Buy	+157	New	+$10.5K	0.01%	568
2013 Q3	–	Sell	-65	Closed	-$4K	–	636
2013 Q2	$4K	Buy	+65	New	+$3.94K	﹤0.01%	457

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

Toronto Dominion Bank

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

CIBC Asset Management

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

Bank of Nova Scotia

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

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