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

Wisconsin 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
2014 Q4	$1.57M	Buy	22,185 +199	+0.9%	+$14.2K	0.56%	54
2014 Q3	$1.62M	Sell	21,986 -53	-0.2%	-$3.99K	0.6%	55
2014 Q2	$1.62M	Sell	22,039 -146	-0.7%	-$10.2K	0.59%	53
2014 Q1	$1.49M	Hold	22,185	–	–	0.57%	51
2013 Q4	$1.48M	Sell	22,185 -2,000	-8%	-$136K	0.58%	53
2013 Q3	$1.62M	Sell	24,185 -32,094	-57%	-$2.01M	0.69%	50
2013 Q2	$3.27M	Buy	+56,279	New	+$3.41M	1.38%	34

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wisconsin Capital Management's BMO Position: Q4 2014 in Review

Wisconsin Capital Management increased its Bank of Montreal (BMO) stake by 0.91% in Q4 2014, buying an estimated $14.2K and bringing the position to 22,185 shares worth $1.57M. The position accounts for 0.56% of the portfolio, ranked #54.

Wisconsin Capital Management first reported a position in BMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.27M in Q2 2013. 367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

Wisconsin Capital Management held 22,185 shares of Bank of Montreal worth $1.57M as of Q4 2014.
Wisconsin Capital Management bought 199 Bank of Montreal shares in Q4 2014, an estimated $14.2K.
Bank of Montreal made up 0.56% of Wisconsin Capital Management's portfolio in Q4 2014, its #54 holding.
Wisconsin Capital Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 7 quarters since.
Wisconsin Capital Management's Bank of Montreal position peaked at $3.27M in Q2 2013.
367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.