Berman Capital Advisors’s Bank of Montreal BMO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$5K	Sell	55 -77	-58%	-$7.75K	﹤0.01%	1414
2021 Q2	$13K	Buy	132 +1	+0.8%	+$99	﹤0.01%	1048
2021 Q1	$11K	Sell	131 -1	-0.8%	-$82	﹤0.01%	996
2020 Q4	$10K	Sell	132 -26	-16%	-$1.78K	﹤0.01%	913
2020 Q3	$9K	Buy	158 +1	+0.6%	+$58	﹤0.01%	820
2020 Q2	$8K	Sell	157 -110	-41%	-$5.61K	﹤0.01%	828
2020 Q1	$13K	Buy	267 +232	+663%	+$15.7K	﹤0.01%	595
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	1174
2019 Q3	$2K	Sell	35 -76	-68%	-$5.54K	﹤0.01%	1151
2019 Q2	$7K	Buy	111 +25	+29%	+$1.91K	﹤0.01%	850
2019 Q1	$6K	Sell	86 -68	-44%	-$5.03K	﹤0.01%	806
2018 Q4	$9K	Buy	+154	New	+$11.4K	﹤0.01%	522

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Berman Capital Advisors's BMO Position: Q3 2021 in Review

Berman Capital Advisors reduced its Bank of Montreal (BMO) stake by 58% in Q3 2021, selling an estimated $7.75K and leaving 55 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Berman Capital Advisors first reported a position in BMO in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q2 2021. 458 funds tracked by Wall St. Rank hold BMO as of Q3 2021.

Berman Capital Advisors held 55 shares of Bank of Montreal worth $5K as of Q3 2021.
Berman Capital Advisors sold 77 Bank of Montreal shares in Q3 2021, an estimated $7.75K.
Bank of Montreal made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1414 holding.
Berman Capital Advisors first reported a position in Bank of Montreal in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Bank of Montreal position peaked at $13K in Q2 2021.
458 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.