Avestar Capital’s Bank of Montreal BMO Stock Holding History

Avestar Capital’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
2019 Q2	–	Sell	-37	Closed	-$2K	–	865
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	646
2018 Q4	$2K	Sell	37 -14	-27%	-$1.04K	﹤0.01%	618
2018 Q3	$2K	Buy	51 +29	+132%	+$2.33K	﹤0.01%	621
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	736
2018 Q1	$1K	Buy	+22	New	+$1.73K	﹤0.01%	691

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Avestar Capital's BMO Position: Q2 2019 in Review

Avestar Capital sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 37 shares — an estimated $2K sold.

Avestar Capital first reported a position in BMO in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Avestar Capital reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Avestar Capital sold 37 Bank of Montreal shares in Q2 2019, an estimated $2K.
Avestar Capital first reported a position in Bank of Montreal in Q1 2018 and held it in 5 quarters.
Avestar Capital's Bank of Montreal position peaked at $2K in Q1 2019.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Avestar Capital's 13F filing for Q2 2019, filed 6 Aug 2019.