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Westport Resources Management’s Bank of Montreal BMO Stock Holding History

Westport Resources 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
2016
Q3 		– Sell
-100
Closed -$6K – 582
2016
Q2 		$6K Sell
100
-1,902
-95% -$121K ﹤0.01% 626
2016
Q1 		$122K Sell
2,002
-1,200
-37% -$65.7K 0.04% 291
2015
Q4 		$181K Sell
3,202
-3,650
-53% -$210K 0.05% 270
2015
Q3 		$374K Sell
6,852
-1,400
-17% -$76.9K 0.11% 186
2015
Q2 		$489K Hold
8,252
– – 0.14% 175
2015
Q1 		$495K Sell
8,252
-15,154
-65% -$940K 0.14% 172
2014
Q4 		$1.66M Sell
23,406
-188
-0.8% -$13.5K 0.44% 60
2014
Q3 		$1.74M Buy
23,594
+316
+1% +$23.8K 0.48% 53
2014
Q2 		$1.71M Sell
23,278
-313
-1% -$21.8K 0.47% 55
2014
Q1 		$1.58M Buy
23,591
+181
+0.8% +$11.8K 0.44% 61
2013
Q4 		$1.56M Buy
23,410
+1,458
+7% +$99.2K 0.46% 55
2013
Q3 		$1.47M Buy
21,952
+7,052
+47% +$442K 0.49% 55
2013
Q2 		$865K Buy
+14,900
New +$903K 0.3% 90

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Westport Resources Management's BMO Position: Q3 2016 in Review

Westport Resources Management sold out of Bank of Montreal (BMO) in Q3 2016, closing a stake of 100 shares — an estimated $6K sold.

Westport Resources Management first reported a position in BMO in Q2 2013 and held it in 13 quarters. The position peaked at $1.74M in Q3 2014. 379 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

  • Westport Resources Management reported no remaining Bank of Montreal position as of Q3 2016 after selling out during the quarter.
  • Westport Resources Management sold 100 Bank of Montreal shares in Q3 2016, an estimated $6K.
  • Westport Resources Management first reported a position in Bank of Montreal in Q2 2013 and held it in 13 quarters.
  • Westport Resources Management's Bank of Montreal position peaked at $1.74M in Q3 2014.
  • 379 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.