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

Advantage 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
2019 Q3	$30K	Hold	400	–	–	0.02%	437
2019 Q2	$30K	Hold	400	–	–	0.02%	445
2019 Q1	$30K	Hold	400	–	–	0.02%	438
2018 Q4	$26K	Hold	400	–	–	0.02%	463
2018 Q3	$33K	Hold	400	–	–	0.02%	476
2018 Q2	$31K	Hold	400	–	–	0.02%	454
2018 Q1	$30K	Hold	400	–	–	0.01%	483
2017 Q4	$32K	Sell	400 -42	-10%	-$3.27K	0.01%	486
2017 Q3	$33K	Hold	442	–	–	0.01%	467
2017 Q2	$32K	Buy	442 +42	+11%	+$2.97K	0.01%	476
2017 Q1	$30K	Sell	400 -23	-5%	-$1.74K	0.01%	470
2016 Q4	$30K	Sell	423 -100	-19%	-$6.67K	0.01%	432
2016 Q3	$34K	Buy	523 +23	+5%	+$1.5K	0.01%	406
2016 Q2	$32K	Hold	500	–	–	0.02%	406
2016 Q1	$30K	Hold	500	–	–	0.01%	399
2015 Q4	$28K	Hold	500	–	–	0.01%	413
2015 Q3	$27K	Buy	500 +150	+43%	+$8.24K	0.02%	394
2015 Q2	$21K	Buy	350 +200	+133%	+$12.6K	0.01%	467
2015 Q1	$9K	Buy	150 +60	+67%	+$3.72K	0.01%	602
2014 Q4	$6K	Buy	+90	New	+$6.44K	﹤0.01%	593

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advantage Investment Management's BMO Position: Q3 2019 in Review

Advantage Investment Management held its Bank of Montreal (BMO) position steady in Q3 2019 at 400 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #437.

Advantage Investment Management first reported a position in BMO in Q4 2014 and has held it in 20 quarters since. The position peaked at $34K in Q3 2016. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Advantage Investment Management held 400 shares of Bank of Montreal worth $30K as of Q3 2019.
Advantage Investment Management left its Bank of Montreal share count unchanged in Q3 2019.
Bank of Montreal made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #437 holding.
Advantage Investment Management first reported a position in Bank of Montreal in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Bank of Montreal position peaked at $34K in Q3 2016.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.