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Aveo Capital Partners’s Bank of Montreal BMO Stock Holding History

Aveo Capital 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
2017
Q1 		– Sell
-4,272
Closed -$307K – 139
2016
Q4 		$307K Buy
+4,272
New +$285K 0.09% 143

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Aveo Capital Partners's BMO Position: Q1 2017 in Review

Aveo Capital Partners sold out of Bank of Montreal (BMO) in Q1 2017, closing a stake of 4,272 shares — an estimated $307K sold.

Aveo Capital Partners first reported a position in BMO in Q4 2016 and held it in 1 quarter. The position peaked at $307K in Q4 2016. 417 funds tracked by Wall St. Rank hold BMO as of Q1 2017.

  • Aveo Capital Partners reported no remaining Bank of Montreal position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 4,272 Bank of Montreal shares in Q1 2017, an estimated $307K.
  • Aveo Capital Partners first reported a position in Bank of Montreal in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's Bank of Montreal position peaked at $307K in Q4 2016.
  • 417 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.