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Stancorp Investment Advisers’s Bank of Montreal BMO Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$2K Hold
37
– – ﹤0.01% 617
2014
Q4 		$3K Buy
+37
New +$2.65K ﹤0.01% 575

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stancorp Investment Advisers's BMO Position: Q1 2015 in Review

Stancorp Investment Advisers held its Bank of Montreal (BMO) position steady in Q1 2015 at 37 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Stancorp Investment Advisers first reported a position in BMO in Q4 2014 and has held it in 2 quarters since. The position peaked at $3K in Q4 2014. 348 funds tracked by Wall St. Rank hold BMO as of Q1 2015.

  • Stancorp Investment Advisers held 37 shares of Bank of Montreal worth $2K as of Q1 2015.
  • Stancorp Investment Advisers left its Bank of Montreal share count unchanged in Q1 2015.
  • Bank of Montreal made up ﹤0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #617 holding.
  • Stancorp Investment Advisers first reported a position in Bank of Montreal in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Bank of Montreal position peaked at $3K in Q4 2014.
  • 348 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.