TWI
BMO icon

Thomas White International’s Bank of Montreal BMO Stock Holding History

Thomas White International’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
Q4 		– Sell
-125
Closed -$8K – 372
2013
Q3 		$8K Hold
125
– – ﹤0.01% 332
2013
Q2 		$7K Buy
+125
New +$7.57K ﹤0.01% 301

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Thomas White International's BMO Position: Q4 2013 in Review

Thomas White International sold out of Bank of Montreal (BMO) in Q4 2013, closing a stake of 125 shares — an estimated $8K sold.

Thomas White International first reported a position in BMO in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 349 funds tracked by Wall St. Rank hold BMO as of Q4 2013.

  • Thomas White International reported no remaining Bank of Montreal position as of Q4 2013 after selling out during the quarter.
  • Thomas White International sold 125 Bank of Montreal shares in Q4 2013, an estimated $8K.
  • Thomas White International first reported a position in Bank of Montreal in Q2 2013 and held it in 2 quarters.
  • Thomas White International's Bank of Montreal position peaked at $8K in Q3 2013.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2013.

Based on Thomas White International's 13F filing for Q4 2013, filed 7 Feb 2014.