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Acrospire Investment Management’s Bank of Montreal BMO Stock Holding History

Acrospire Investment 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
2017
Q2 		– Sell
-800
Closed -$60K – 2178
2017
Q1 		$60K Buy
800
+200
+33% +$15.1K 0.05% 764
2016
Q4 		$43K Buy
600
+500
+500% +$33.3K 0.02% 1478
2016
Q3 		$7K Buy
+100
New +$6.5K ﹤0.01% 1764

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

Acrospire Investment Management's BMO Position: Q2 2017 in Review

Acrospire Investment Management sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 800 shares — an estimated $60K sold.

Acrospire Investment Management first reported a position in BMO in Q3 2016 and held it in 3 quarters. The position peaked at $60K in Q1 2017. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • Acrospire Investment Management reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 800 Bank of Montreal shares in Q2 2017, an estimated $60K.
  • Acrospire Investment Management first reported a position in Bank of Montreal in Q3 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Bank of Montreal position peaked at $60K in Q1 2017.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.