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Security National Trust’s Bank of Montreal BMO Stock Holding History

Security National Trust’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
Q3 		– Sell
-50
Closed -$4K – 521
2014
Q2 		$4K Hold
50
– – ﹤0.01% 480
2014
Q1 		$3K Hold
50
– – ﹤0.01% 490
2013
Q4 		$3K Buy
+50
New +$3.4K ﹤0.01% 483

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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 $66.2B AUM 46.3% 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 $304B AUM 35.64% 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 $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Security National Trust's BMO Position: Q3 2014 in Review

Security National Trust sold out of Bank of Montreal (BMO) in Q3 2014, closing a stake of 50 shares — an estimated $4K sold.

Security National Trust first reported a position in BMO in Q4 2013 and held it in 3 quarters. The position peaked at $4K in Q2 2014. 359 funds tracked by Wall St. Rank hold BMO as of Q3 2014.

  • Security National Trust reported no remaining Bank of Montreal position as of Q3 2014 after selling out during the quarter.
  • Security National Trust sold 50 Bank of Montreal shares in Q3 2014, an estimated $4K.
  • Security National Trust first reported a position in Bank of Montreal in Q4 2013 and held it in 3 quarters.
  • Security National Trust's Bank of Montreal position peaked at $4K in Q2 2014.
  • 359 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2014.

Based on Security National Trust's 13F filing for Q3 2014, filed 5 Nov 2014.