Ameritas Investment Company’s Bank of Montreal BMO Stock Holding History

Ameritas Investment Company’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
2021 Q3	$229K	Buy	2,293 +77	+3%	+$7.75K	0.01%	636
2021 Q2	$234K	Buy	2,216 +656	+42%	+$64.7K	0.01%	647
2021 Q1	$139K	Buy	+1,560	New	+$127K	0.01%	675
2020 Q2	–	Sell	-775	Closed	-$39K	–	469
2020 Q1	$39K	Buy	+775	New	+$52.5K	0.01%	776
2019 Q4	–	Sell	-1,073	Closed	-$79K	–	919
2019 Q3	$79K	Buy	+1,073	New	+$78.2K	0.02%	538
2019 Q1	–	Sell	-1,868	Closed	-$122K	–	1072
2018 Q4	$122K	Buy	+1,868	New	+$138K	0.03%	376

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Norges Bank Oslo, Norway $935B AUM

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

Ameritas Investment Company's BMO Position: Q3 2021 in Review

Ameritas Investment Company increased its Bank of Montreal (BMO) stake by 3.5% in Q3 2021, buying an estimated $7.75K and bringing the position to 2,293 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #636.

Ameritas Investment Company first reported a position in BMO in Q4 2018 and has held it in 6 quarters since. The position peaked at $234K in Q2 2021. 458 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Ameritas Investment Company held 2,293 shares of Bank of Montreal worth $229K as of Q3 2021.
Ameritas Investment Company bought 77 Bank of Montreal shares in Q3 2021, an estimated $7.75K.
Bank of Montreal made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #636 holding.
Ameritas Investment Company first reported a position in Bank of Montreal in Q4 2018 and has held it in 6 quarters since.
Ameritas Investment Company's Bank of Montreal position peaked at $234K in Q2 2021.
458 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.