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Beacon Capital Management Inc (Ohio)’s Bank of Montreal BMO Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		– Sell
-2
Closed – – 65
2019
Q2 		$0 Buy
+2
New +$153 ﹤0.01% 101
2018
Q1 		– Sell
-12
Closed -$1K – 81
2017
Q4 		$1K Buy
+12
New +$936 ﹤0.01% 61

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

Beacon Capital Management Inc (Ohio)'s BMO Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in BMO in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2 Bank of Montreal shares in Q3 2019.
  • Beacon Capital Management Inc (Ohio) first reported a position in Bank of Montreal in Q4 2017 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Bank of Montreal position peaked at $1K in Q4 2017.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.