Winslow Evans & Crocker’s Bank of Montreal BMO Stock Holding History

Winslow Evans & Crocker’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
2017 Q4	–	Sell	-40	Closed	-$3.03K	–	1131
2017 Q3	$3.03K	Hold	40	–	–	﹤0.01%	987
2017 Q2	$2.94K	Hold	40	–	–	﹤0.01%	1138
2017 Q1	$2.99K	Buy	+40	New	+$3.02K	﹤0.01%	1106
2016 Q3	–	Sell	-5,526	Closed	-$350K	–	1295
2016 Q2	$350K	Buy	+5,526	New	+$350K	0.1%	195
2016 Q1	–	Sell	-10	Closed	-$566	–	1297
2015 Q4	$566	Buy	+10	New	+$575	﹤0.01%	1314
2015 Q1	–	Sell	-248	Closed	-$17.5K	–	1278
2014 Q4	$17.5K	Hold	248	–	–	0.01%	763
2014 Q3	$18.2K	Buy	248 +1	+0.4%	+$75	0.01%	760
2014 Q2	$18.2K	Hold	247	–	–	0.01%	702
2014 Q1	$16.6K	Buy	247 +93	+60%	+$6.04K	0.01%	715
2013 Q4	$10K	Buy	+154	New	+$10.5K	﹤0.01%	899

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Winslow Evans & Crocker's BMO Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 40 shares — an estimated $3.03K sold.

Winslow Evans & Crocker first reported a position in BMO in Q4 2013 and held it in 10 quarters. The position peaked at $350K in Q2 2016. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

Winslow Evans & Crocker reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 40 Bank of Montreal shares in Q4 2017, an estimated $3.03K.
Winslow Evans & Crocker first reported a position in Bank of Montreal in Q4 2013 and held it in 10 quarters.
Winslow Evans & Crocker's Bank of Montreal position peaked at $350K in Q2 2016.
429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.