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Simply Money Advisors’s Bank of Montreal BMO Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-75
Closed -$4K – 147
2013
Q2 		$4K Buy
+75
New +$4.54K ﹤0.01% 272

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simply Money Advisors's BMO Position: Q3 2013 in Review

Simply Money Advisors sold out of Bank of Montreal (BMO) in Q3 2013, closing a stake of 75 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in BMO in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 317 funds tracked by Wall St. Rank hold BMO as of Q3 2013.

  • Simply Money Advisors reported no remaining Bank of Montreal position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 75 Bank of Montreal shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Bank of Montreal position peaked at $4K in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.