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Barrington Strategic Wealth Management Group’s Bank of Montreal BMO Stock Holding History

Barrington Strategic Wealth Management Group’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
2015
Q4 		– Sell
-11,259
Closed -$614K – 99
2015
Q3 		$614K Sell
11,259
-75
-0.7% -$4.12K 0.39% 69
2015
Q2 		$672K Buy
11,334
+20
+0.2% +$1.25K 0.4% 73
2015
Q1 		$679K Buy
11,314
+80
+0.7% +$4.96K 0.42% 69
2014
Q4 		$795K Buy
11,234
+315
+3% +$22.5K 0.51% 63
2014
Q3 		$804K Sell
10,919
-200
-2% -$15K 0.52% 62
2014
Q2 		$818K Sell
11,119
-211
-2% -$14.7K 0.52% 61
2014
Q1 		$759K Buy
11,330
+733
+7% +$47.6K 0.49% 63
2013
Q4 		$706K Buy
10,597
+585
+6% +$39.8K 0.47% 63
2013
Q3 		$669K Sell
10,012
-4,521
-31% -$284K 0.59% 55
2013
Q2 		$843K Buy
+14,533
New +$880K 0.69% 45

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return