Stifel Nicolaus & Co’s Bank of Montreal BMO Stock Holding History

Stifel Nicolaus & Co’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	$24M	Buy	359,527 +352,770	+5,221%	+$22.1M	0.4%	64
2013 Q2	$392K	Buy	+6,757	New	+$409K	0.01%	957

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Stifel Nicolaus & Co's BMO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Bank of Montreal (BMO) stake by 5,221% in Q3 2013, buying an estimated $22.1M and bringing the position to 359,527 shares worth $24M. The position accounts for 0.4% of the portfolio, ranked #64.

Stifel Nicolaus & Co first reported a position in BMO in Q2 2013 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold BMO as of Q3 2013.

Stifel Nicolaus & Co held 359,527 shares of Bank of Montreal worth $24M as of Q3 2013.
Stifel Nicolaus & Co bought 352,770 Bank of Montreal shares in Q3 2013, an estimated $22.1M.
Bank of Montreal made up 0.4% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #64 holding.
Stifel Nicolaus & Co first reported a position in Bank of Montreal in Q2 2013 and has held it in 2 quarters since.
317 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.