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A.R.T. Advisors’s Bank of Montreal BMO Stock Holding History

A.R.T. 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
2020
Q1 		– Sell
-12,492
Closed -$968K – 170
2019
Q4 		$968K Buy
+12,492
New +$940K 0.05% 575
2019
Q3 		– Sell
-10,392
Closed -$784K – 1445
2019
Q2 		$784K Sell
10,392
-18,200
-64% -$1.39M 0.04% 560
2019
Q1 		$2.14M Buy
+28,592
New +$2.11M 0.13% 213
2018
Q1 		– Sell
-4,800
Closed -$384K – 1504
2017
Q4 		$384K Sell
4,800
-7,700
-62% -$600K 0.02% 993
2017
Q3 		$946K Sell
12,500
-3,200
-20% -$239K 0.05% 564
2017
Q2 		$1.15M Sell
15,700
-16,700
-52% -$1.18M 0.06% 459
2017
Q1 		$2.42M Buy
32,400
+18,000
+125% +$1.36M 0.11% 253
2016
Q4 		$1.03M Buy
14,400
+9,700
+206% +$647K 0.06% 470
2016
Q3 		$308K Sell
4,700
-4,612
-50% -$300K 0.1% 337
2016
Q2 		$590K Sell
9,312
-21,600
-70% -$1.37M 0.03% 748
2016
Q1 		$1.88M Buy
30,912
+11,500
+59% +$630K 0.08% 352
2015
Q4 		$1.09M Sell
19,412
-38,878
-67% -$2.24M 0.05% 521
2015
Q3 		$3.18M Buy
58,290
+5,027
+9% +$276K 0.12% 236
2015
Q2 		$3.16M Sell
53,263
-28,972
-35% -$1.82M 0.11% 286
2015
Q1 		$4.93M Buy
82,235
+66,267
+415% +$4.11M 0.17% 149
2014
Q4 		$1.13M Buy
+15,968
New +$1.14M 0.04% 599

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

A.R.T. Advisors's BMO Position: Q1 2020 in Review

A.R.T. Advisors sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 12,492 shares — an estimated $968K sold.

A.R.T. Advisors first reported a position in BMO in Q4 2014 and held it in 16 quarters. The position peaked at $4.93M in Q1 2015. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • A.R.T. Advisors reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 12,492 Bank of Montreal shares in Q1 2020, an estimated $968K.
  • A.R.T. Advisors first reported a position in Bank of Montreal in Q4 2014 and held it in 16 quarters.
  • A.R.T. Advisors's Bank of Montreal position peaked at $4.93M in Q1 2015.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.