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Bellwether Investment Group’s Bank of Montreal BMO Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-13
Closed -$1K – 138
2017
Q1 		$1K Sell
13
-80
-86% -$6.04K ﹤0.01% 737
2016
Q4 		$7K Buy
+93
New +$6.2K 0.01% 715
2016
Q2 		$6K Buy
+93
New +$5.9K 0.01% 470

Other funds holding BMO

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

Bellwether Investment Group's BMO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 13 shares — an estimated $1K sold.

Bellwether Investment Group first reported a position in BMO in Q2 2016 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 13 Bank of Montreal shares in Q2 2017, an estimated $1K.
  • Bellwether Investment Group first reported a position in Bank of Montreal in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Bank of Montreal position peaked at $7K in Q4 2016.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.