Stifel Trust’s Bank of Montreal BMO Stock Holding History

Stifel 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	$15K	Buy	+200	New	+$15K	﹤0.01%	381

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stifel Trust's BMO Position: Q3 2014 in Review

Stifel Trust opened a new position in Bank of Montreal (BMO) in Q3 2014: 200 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

358 funds tracked by Wall St. Rank hold BMO as of Q3 2014.

Stifel Trust held 200 shares of Bank of Montreal worth $15K as of Q3 2014.
Bank of Montreal was a new Stifel Trust position in Q3 2014.
Bank of Montreal made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #381 holding.
358 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.