TIFF Advisory Services’s Bank of Montreal BMO Stock Holding History

TIFF Advisory Services’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 Q2	–	Sell	-8,800	Closed	-$590K	–	6
2014 Q1	$590K	Hold	8,800	–	–	0.8%	6
2013 Q4	$587K	Hold	8,800	–	–	0.52%	7
2013 Q3	$588K	Hold	8,800	–	–	0.26%	56
2013 Q2	$511K	Buy	+8,800	New	+$533K	0.24%	54

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

Norges Bank Oslo, Norway $935B AUM

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

TIFF Advisory Services's BMO Position: Q2 2014 in Review

TIFF Advisory Services sold out of Bank of Montreal (BMO) in Q2 2014, closing a stake of 8,800 shares — an estimated $590K sold.

TIFF Advisory Services first reported a position in BMO in Q2 2013 and held it in 4 quarters. The position peaked at $590K in Q1 2014. 361 funds tracked by Wall St. Rank hold BMO as of Q2 2014.

TIFF Advisory Services reported no remaining Bank of Montreal position as of Q2 2014 after selling out during the quarter.
TIFF Advisory Services sold 8,800 Bank of Montreal shares in Q2 2014, an estimated $590K.
TIFF Advisory Services first reported a position in Bank of Montreal in Q2 2013 and held it in 4 quarters.
TIFF Advisory Services's Bank of Montreal position peaked at $590K in Q1 2014.
361 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2014.

Based on TIFF Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.