Thompson Siegel & Walmsley’s Bank of Montreal BMO Stock Holding History

Thompson Siegel & Walmsley’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
2020 Q1	–	Sell	-44	Closed	-$3K	–	659
2019 Q4	$3K	Hold	44	–	–	﹤0.01%	687
2019 Q3	$3K	Hold	44	–	–	﹤0.01%	699
2019 Q2	$3K	Hold	44	–	–	﹤0.01%	709
2019 Q1	$3K	Sell	44 -1,000	-96%	-$74K	﹤0.01%	641
2018 Q4	$68K	Hold	1,044	–	–	﹤0.01%	456
2018 Q3	$86K	Hold	1,044	–	–	﹤0.01%	467
2018 Q2	$81K	Hold	1,044	–	–	﹤0.01%	484
2018 Q1	$79K	Buy	1,044 +1,000	+2,273%	+$78.7K	﹤0.01%	477
2017 Q4	$4K	Hold	44	–	–	﹤0.01%	793
2017 Q3	$3K	Hold	44	–	–	﹤0.01%	801
2017 Q2	$3K	Hold	44	–	–	﹤0.01%	776
2017 Q1	$3K	Buy	+44	New	+$3.32K	﹤0.01%	767

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return