Advisory Alpha’s Bank of Montreal BMO Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-62	Closed	-$4K	–	169
2020 Q3	$4K	Buy	+62	New	+$3.59K	﹤0.01%	535
2020 Q1	–	Sell	-62	Closed	-$4.85K	–	727
2019 Q4	$4.85K	Hold	62	–	–	﹤0.01%	580
2019 Q3	$4.45K	Buy	+62	New	+$4.52K	﹤0.01%	559

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Advisory Alpha's BMO Position: Q4 2020 in Review

Advisory Alpha sold out of Bank of Montreal (BMO) in Q4 2020, closing a stake of 62 shares — an estimated $4K sold.

Advisory Alpha first reported a position in BMO in Q3 2019 and held it in 3 quarters. The position peaked at $4.85K in Q4 2019. 400 funds tracked by Wall St. Rank hold BMO as of Q4 2020.

Advisory Alpha reported no remaining Bank of Montreal position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 62 Bank of Montreal shares in Q4 2020, an estimated $4K.
Advisory Alpha first reported a position in Bank of Montreal in Q3 2019 and held it in 3 quarters.
Advisory Alpha's Bank of Montreal position peaked at $4.85K in Q4 2019.
400 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.