TFMS
BMO icon

Trust & Fiduciary Management Services’s Bank of Montreal BMO Stock Holding History

Trust & Fiduciary Management 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
-1,158
Closed -$78K – 48
2014
Q1 		$78K Buy
1,158
+398
+52% +$25.9K 0.04% 68
2013
Q4 		$51K Buy
+760
New +$51.7K 0.03% 63

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trust & Fiduciary Management Services's BMO Position: Q2 2014 in Review

Trust & Fiduciary Management Services sold out of Bank of Montreal (BMO) in Q2 2014, closing a stake of 1,158 shares — an estimated $78K sold.

Trust & Fiduciary Management Services first reported a position in BMO in Q4 2013 and held it in 2 quarters. The position peaked at $78K in Q1 2014. 361 funds tracked by Wall St. Rank hold BMO as of Q2 2014.

  • Trust & Fiduciary Management Services reported no remaining Bank of Montreal position as of Q2 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 1,158 Bank of Montreal shares in Q2 2014, an estimated $78K.
  • Trust & Fiduciary Management Services first reported a position in Bank of Montreal in Q4 2013 and held it in 2 quarters.
  • Trust & Fiduciary Management Services's Bank of Montreal position peaked at $78K in Q1 2014.
  • 361 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q2 2014, filed 8 Aug 2014.