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1st Global Advisors’s Bank of Montreal BMO Stock Holding History

1st Global Advisors’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
Q2 		$334K Sell
4,543
-830
-15% -$58.7K 0.04% 350
2017
Q1 		$402K Sell
5,373
-676
-11% -$51.1K 0.05% 316
2016
Q4 		$435K Sell
6,049
-98
-2% -$6.54K 0.05% 291
2016
Q3 		$403K Buy
6,147
+415
+7% +$27K 0.05% 297
2016
Q2 		$363K Buy
5,732
+84
+1% +$5.33K 0.05% 307
2016
Q1 		$343K Buy
+5,648
New +$309K 0.05% 313

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1st Global Advisors's BMO Position: Q2 2017 in Review

1st Global Advisors reduced its Bank of Montreal (BMO) stake by 15% in Q2 2017, selling an estimated $58.7K and leaving 4,543 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #350.

1st Global Advisors first reported a position in BMO in Q1 2016 and has held it in 6 quarters since. The position peaked at $435K in Q4 2016. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • 1st Global Advisors held 4,543 shares of Bank of Montreal worth $334K as of Q2 2017.
  • 1st Global Advisors sold 830 Bank of Montreal shares in Q2 2017, an estimated $58.7K.
  • Bank of Montreal made up 0.04% of 1st Global Advisors's portfolio in Q2 2017, its #350 holding.
  • 1st Global Advisors first reported a position in Bank of Montreal in Q1 2016 and has held it in 6 quarters since.
  • 1st Global Advisors's Bank of Montreal position peaked at $435K in Q4 2016.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.