Winfield Associates’s Bank of Montreal BMO Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-190	Closed	-$16K	–	181
2017 Q4	$16K	Hold	190	–	–	0.01%	347
2017 Q3	$14K	Hold	190	–	–	0.01%	353
2017 Q2	$14K	Buy	190 +20	+12%	+$1.42K	0.01%	345
2017 Q1	$13K	Hold	170	–	–	0.01%	349
2016 Q4	$12K	Buy	170 +30	+21%	+$2K	0.01%	335
2016 Q3	$9K	Sell	140 -10	-7%	-$650	0.01%	344
2016 Q2	$10K	Buy	150 +10	+7%	+$634	0.01%	324
2016 Q1	$8K	Buy	+140	New	+$7.67K	0.01%	334

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return