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Willow Street Advisors’s Bank of Montreal BMO Stock Holding History

Willow Street Advisors’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
-5,450
Closed -$316K – 141
2013
Q2 		$316K Buy
+5,450
New +$330K 0.2% 112

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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Willow Street Advisors's BMO Position: Q3 2013 in Review

Willow Street Advisors sold out of Bank of Montreal (BMO) in Q3 2013, closing a stake of 5,450 shares — an estimated $316K sold.

Willow Street Advisors first reported a position in BMO in Q2 2013 and held it in 1 quarter. The position peaked at $316K in Q2 2013. 317 funds tracked by Wall St. Rank hold BMO as of Q3 2013.

  • Willow Street Advisors reported no remaining Bank of Montreal position as of Q3 2013 after selling out during the quarter.
  • Willow Street Advisors sold 5,450 Bank of Montreal shares in Q3 2013, an estimated $316K.
  • Willow Street Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 1 quarter.
  • Willow Street Advisors's Bank of Montreal position peaked at $316K in Q2 2013.
  • 317 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2013.

Based on Willow Street Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.