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Bison Wealth’s Bank of Montreal BMO Stock Holding History

Bison Wealth’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
2020
Q1 		– Sell
-3,205
Closed -$248K – 339
2019
Q4 		$248K Buy
3,205
+70
+2% +$5.27K 0.12% 190
2019
Q3 		$231K Buy
3,135
+135
+5% +$9.84K 0.13% 187
2019
Q2 		$226K Hold
3,000
– – 0.13% 193
2019
Q1 		$224K Buy
+3,000
New +$222K 0.14% 188
2018
Q4 		– Sell
-3,000
Closed -$248K – 211
2018
Q3 		$248K Hold
3,000
– – 0.16% 176
2018
Q2 		$232K Buy
+3,000
New +$231K 0.17% 169

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Bison Wealth's BMO Position: Q1 2020 in Review

Bison Wealth sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 3,205 shares — an estimated $248K sold.

Bison Wealth first reported a position in BMO in Q2 2018 and held it in 6 quarters. The position peaked at $248K in Q4 2019. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Bison Wealth reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 3,205 Bank of Montreal shares in Q1 2020, an estimated $248K.
  • Bison Wealth first reported a position in Bank of Montreal in Q2 2018 and held it in 6 quarters.
  • Bison Wealth's Bank of Montreal position peaked at $248K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.