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Tower Trust’s Bank of Montreal BMO Stock Holding History

Tower 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
Q1 		$231K Hold
3,440
– – 0.15% 152
2013
Q4 		$230K Buy
3,440
+425
+14% +$28.9K 0.14% 155
2013
Q3 		$202K Buy
+3,015
New +$189K 0.14% 152

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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 $57.2B 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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tower Trust's BMO Position: Q1 2014 in Review

Tower Trust held its Bank of Montreal (BMO) position steady in Q1 2014 at 3,440 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #152.

Tower Trust first reported a position in BMO in Q3 2013 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold BMO as of Q1 2014.

  • Tower Trust held 3,440 shares of Bank of Montreal worth $231K as of Q1 2014.
  • Tower Trust left its Bank of Montreal share count unchanged in Q1 2014.
  • Bank of Montreal made up 0.15% of Tower Trust's portfolio in Q1 2014, its #152 holding.
  • Tower Trust first reported a position in Bank of Montreal in Q3 2013 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.