Beacon Investment Advisory Services’s Bank of Montreal BMO Stock Holding History

Beacon Investment Advisory Services’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	-7,200	Closed	-$539K	–	228
2019 Q1	$539K	Hold	7,200	–	–	0.06%	135
2018 Q4	$471K	Hold	7,200	–	–	0.05%	156
2018 Q3	$594K	Hold	7,200	–	–	0.06%	142
2018 Q2	$556K	Hold	7,200	–	–	0.06%	149
2018 Q1	$544K	Hold	7,200	–	–	0.06%	151
2017 Q4	$576K	Hold	7,200	–	–	0.06%	139
2017 Q3	$545K	Buy	+7,200	New	+$537K	0.05%	173

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Beacon Investment Advisory Services's BMO Position: Q2 2019 in Review

Beacon Investment Advisory Services sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 7,200 shares — an estimated $539K sold.

Beacon Investment Advisory Services first reported a position in BMO in Q3 2017 and held it in 7 quarters. The position peaked at $594K in Q3 2018. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Beacon Investment Advisory Services reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Beacon Investment Advisory Services sold 7,200 Bank of Montreal shares in Q2 2019, an estimated $539K.
Beacon Investment Advisory Services first reported a position in Bank of Montreal in Q3 2017 and held it in 7 quarters.
Beacon Investment Advisory Services's Bank of Montreal position peaked at $594K in Q3 2018.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.