Wilmington Trust National Association’s Bank of Montreal BMO Stock Holding History

Wilmington Trust National Association’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	$335K	Buy	4,551 +233	+5%	+$16.2K	0.01%	452
2014 Q1	$290K	Buy	4,318 +948	+28%	+$61.6K	0.01%	475
2013 Q4	$224K	Buy	+3,370	New	+$229K	0.01%	515

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wilmington Trust National Association's BMO Position: Q2 2014 in Review

Wilmington Trust National Association increased its Bank of Montreal (BMO) stake by 5.4% in Q2 2014, buying an estimated $16.2K and bringing the position to 4,551 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #452.

Wilmington Trust National Association first reported a position in BMO in Q4 2013 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold BMO as of Q2 2014.

Wilmington Trust National Association held 4,551 shares of Bank of Montreal worth $335K as of Q2 2014.
Wilmington Trust National Association bought 233 Bank of Montreal shares in Q2 2014, an estimated $16.2K.
Bank of Montreal made up 0.01% of Wilmington Trust National Association's portfolio in Q2 2014, its #452 holding.
Wilmington Trust National Association first reported a position in Bank of Montreal in Q4 2013 and has held it in 3 quarters since.
361 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.