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

Zions 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 Q4	$21K	Buy	+290	New	+$20.8K	0.03%	136

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 $62.3B AUM 44.64% 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 $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 $408B AUM 30.18% 1-Year Est. Return

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

Zions Trust National Association's BMO Position: Q4 2014 in Review

Zions Trust National Association opened a new position in Bank of Montreal (BMO) in Q4 2014: 290 shares worth $21K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

367 funds tracked by Wall St. Rank hold BMO as of Q4 2014.

Zions Trust National Association held 290 shares of Bank of Montreal worth $21K as of Q4 2014.
Bank of Montreal was a new Zions Trust National Association position in Q4 2014.
Bank of Montreal made up 0.03% of Zions Trust National Association's portfolio in Q4 2014, its #136 holding.
367 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.