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Advisor Group’s Bank of Montreal BMO Stock Holding History

Advisor Group’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
Q4 		$1.74M Buy
22,450
+95
+0.4% +$7.15K 0.01% 878
2019
Q3 		$1.65M Buy
22,355
+294
+1% +$21.4K 0.01% 844
2019
Q2 		$1.67M Buy
22,061
+184
+0.8% +$14.1K 0.01% 836
2019
Q1 		$1.64M Sell
21,877
-311
-1% -$23K 0.01% 803
2018
Q4 		$1.45M Buy
22,188
+23
+0.1% +$1.71K 0.01% 758
2018
Q3 		$1.83M Buy
22,165
+12,023
+119% +$967K 0.02% 675
2018
Q2 		$784K Buy
10,142
+475
+5% +$36.6K 0.01% 1006
2018
Q1 		$731K Sell
9,667
-480
-5% -$37.8K 0.01% 1060
2017
Q4 		$812K Buy
10,147
+812
+9% +$63.3K 0.01% 1029
2017
Q3 		$706K Sell
9,335
-251
-3% -$18.7K 0.01% 1002
2017
Q2 		$704K Buy
9,586
+413
+5% +$29.2K 0.01% 934
2017
Q1 		$687K Buy
9,173
+92
+1% +$6.95K 0.01% 894
2016
Q4 		$653K Buy
9,081
+2,136
+31% +$142K 0.01% 856
2016
Q3 		$456K Sell
6,945
-396
-5% -$25.7K 0.01% 1017
2016
Q2 		$463K Buy
+7,341
New +$465K 0.01% 956

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Advisor Group's BMO Position: Q4 2019 in Review

Advisor Group increased its Bank of Montreal (BMO) stake by 0.42% in Q4 2019, buying an estimated $7.15K and bringing the position to 22,450 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #878.

Advisor Group first reported a position in BMO in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.83M in Q3 2018. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

  • Advisor Group held 22,450 shares of Bank of Montreal worth $1.74M as of Q4 2019.
  • Advisor Group bought 95 Bank of Montreal shares in Q4 2019, an estimated $7.15K.
  • Bank of Montreal made up 0.01% of Advisor Group's portfolio in Q4 2019, its #878 holding.
  • Advisor Group first reported a position in Bank of Montreal in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Bank of Montreal position peaked at $1.83M in Q3 2018.
  • 447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.