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Avantax Planning Partners’s Bank of Montreal BMO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-418
Closed -$34K – 395
2018
Q3 		$34K Buy
+418
New +$33.6K ﹤0.01% 572
2018
Q2 		– Sell
-1,197
Closed -$90K – 395
2018
Q1 		$90K Buy
+1,197
New +$94.2K 0.01% 424

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avantax Planning Partners's BMO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 418 shares — an estimated $34K sold.

Avantax Planning Partners first reported a position in BMO in Q1 2018 and held it in 2 quarters. The position peaked at $90K in Q1 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 418 Bank of Montreal shares in Q4 2018, an estimated $34K.
  • Avantax Planning Partners first reported a position in Bank of Montreal in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Bank of Montreal position peaked at $90K in Q1 2018.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.