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Triangle Securities Wealth Management’s Bank of Montreal BMO Stock Holding History

Triangle Securities Wealth Management’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
Q3 		– Sell
-2,350
Closed -$136K – 148
2013
Q2 		$136K Buy
+2,350
New +$142K 0.1% 150

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triangle Securities Wealth Management's BMO Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Bank of Montreal (BMO) in Q3 2013, closing a stake of 2,350 shares — an estimated $136K sold.

Triangle Securities Wealth Management first reported a position in BMO in Q2 2013 and held it in 1 quarter. The position peaked at $136K in Q2 2013. 317 funds tracked by Wall St. Rank hold BMO as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Bank of Montreal position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,350 Bank of Montreal shares in Q3 2013, an estimated $136K.
  • Triangle Securities Wealth Management first reported a position in Bank of Montreal in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Bank of Montreal position peaked at $136K in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.