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Windsor Capital Management’s Bank of Montreal BMO Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-500
Closed -$27K – 138
2015
Q3 		$27K Buy
+500
New +$27.5K 0.02% 224
2014
Q1 		– Sell
-500
Closed -$33K – 103
2013
Q4 		$33K Hold
500
– – 0.02% 208
2013
Q3 		$33K Hold
500
– – 0.02% 215
2013
Q2 		$29K Buy
+500
New +$30.3K 0.02% 219

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Windsor Capital Management's BMO Position: Q4 2015 in Review

Windsor Capital Management sold out of Bank of Montreal (BMO) in Q4 2015, closing a stake of 500 shares — an estimated $27K sold.

Windsor Capital Management first reported a position in BMO in Q2 2013 and held it in 4 quarters. The position peaked at $33K in Q4 2013. 361 funds tracked by Wall St. Rank hold BMO as of Q4 2015.

  • Windsor Capital Management reported no remaining Bank of Montreal position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 500 Bank of Montreal shares in Q4 2015, an estimated $27K.
  • Windsor Capital Management first reported a position in Bank of Montreal in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Bank of Montreal position peaked at $33K in Q4 2013.
  • 361 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.