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Arden Trust’s Bank of Montreal BMO Stock Holding History

Arden Trust’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
Q2 		– Sell
-1,914
Closed -$97K – 371
2020
Q1 		$97K Sell
1,914
-2,174
-53% -$147K 0.02% 388
2019
Q4 		$317K Sell
4,088
-183
-4% -$13.8K 0.05% 264
2019
Q3 		$315K Sell
4,271
-135
-3% -$9.84K 0.05% 279
2019
Q2 		$332K Sell
4,406
-200
-4% -$15.3K 0.06% 259
2019
Q1 		$344K Hold
4,606
– – 0.06% 264
2018
Q4 		$301K Sell
4,606
-3,004
-39% -$223K 0.05% 258
2018
Q3 		$628K Sell
7,610
-3,557
-32% -$286K 0.1% 187
2018
Q2 		$863K Sell
11,167
-2,731
-20% -$210K 0.14% 156
2018
Q1 		$1.05M Sell
13,898
-118
-0.8% -$9.28K 0.16% 137
2017
Q4 		$1.12M Buy
14,016
+104
+0.7% +$8.11K 0.17% 120
2017
Q3 		$1.05M Sell
13,912
-300
-2% -$22.4K 0.16% 133
2017
Q2 		$1.04M Sell
14,212
-1,173
-8% -$83K 0.16% 131
2017
Q1 		$1.15M Buy
15,385
+1,947
+14% +$147K 0.18% 109
2016
Q4 		$967K Buy
13,438
+1,287
+11% +$85.8K 0.15% 138
2016
Q3 		$797K Buy
12,151
+1,153
+10% +$74.9K 0.12% 163
2016
Q2 		$697K Buy
10,998
+1,472
+15% +$93.3K 0.05% 314
2016
Q1 		$578K Sell
9,526
-952
-9% -$52.2K 0.05% 343
2015
Q4 		$591K Sell
10,478
-376
-3% -$21.6K 0.05% 344
2015
Q3 		$592K Sell
10,854
-877
-7% -$48.2K 0.05% 360
2015
Q2 		$695K Buy
11,731
+234
+2% +$14.7K 0.1% 232
2015
Q1 		$690K Buy
11,497
+3,400
+42% +$211K 0.1% 240
2014
Q4 		$573K Sell
8,097
-200
-2% -$14.3K 0.08% 219
2014
Q3 		$610K Sell
8,297
-500
-6% -$37.6K 0.08% 211
2014
Q2 		$647K Buy
8,797
+592
+7% +$41.3K 0.09% 192
2014
Q1 		$550K Buy
8,205
+1,490
+22% +$96.8K 0.07% 218
2013
Q4 		$448K Buy
+6,715
New +$457K 0.05% 225

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Arden Trust's BMO Position: Q2 2020 in Review

Arden Trust sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 1,914 shares — an estimated $97K sold.

Arden Trust first reported a position in BMO in Q4 2013 and held it in 26 quarters. The position peaked at $1.15M in Q1 2017. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • Arden Trust reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,914 Bank of Montreal shares in Q2 2020, an estimated $97K.
  • Arden Trust first reported a position in Bank of Montreal in Q4 2013 and held it in 26 quarters.
  • Arden Trust's Bank of Montreal position peaked at $1.15M in Q1 2017.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.