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AJO LP’s Bank of Montreal BMO Stock Holding History

AJO LP’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
-17,113
Closed -$1.28M – 581
2017
Q1 		$1.28M Sell
17,113
-6,387
-27% -$482K 0.01% 406
2016
Q4 		$1.69M Sell
23,500
-733,975
-97% -$49M 0.01% 371
2016
Q3 		$49.7M Sell
757,475
-95,668
-11% -$6.22M 0.21% 105
2016
Q2 		$54.1M Buy
+853,143
New +$54.1M 0.24% 102

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
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 $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AJO LP's BMO Position: Q2 2017 in Review

AJO LP sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 17,113 shares — an estimated $1.28M sold.

AJO LP first reported a position in BMO in Q2 2016 and held it in 4 quarters. The position peaked at $54.1M in Q2 2016. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • AJO LP reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • AJO LP sold 17,113 Bank of Montreal shares in Q2 2017, an estimated $1.28M.
  • AJO LP first reported a position in Bank of Montreal in Q2 2016 and held it in 4 quarters.
  • AJO LP's Bank of Montreal position peaked at $54.1M in Q2 2016.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on AJO LP's 13F filing for Q2 2017, filed 10 Aug 2017.