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Robert N. Shapiro’s Bank of Montreal BMO Stock Holding History

Robert N. Shapiro’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 		$60K Hold
850
– – 0.01% 421
2014
Q3 		$63K Hold
850
– – 0.01% 439
2014
Q2 		$62K Hold
850
– – 0.01% 436
2014
Q1 		$57K Hold
850
– – 0.01% 438
2013
Q4 		$57K Hold
850
– – 0.01% 436
2013
Q3 		$57K Hold
850
– – 0.01% 550
2013
Q2 		$49K Buy
+850
New +$51.5K 0.01% 563

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

Robert N. Shapiro's BMO Position: Q4 2014 in Review

Robert N. Shapiro held its Bank of Montreal (BMO) position steady in Q4 2014 at 850 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #421.

Robert N. Shapiro first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $63K in Q3 2014. 366 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

  • Robert N. Shapiro held 850 shares of Bank of Montreal worth $60K as of Q4 2014.
  • Robert N. Shapiro left its Bank of Montreal share count unchanged in Q4 2014.
  • Bank of Montreal made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #421 holding.
  • Robert N. Shapiro first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Bank of Montreal position peaked at $63K in Q3 2014.
  • 366 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.