BA
BMO icon

Boston Advisors’s Bank of Montreal BMO Stock Holding History

Boston 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
2019
Q3 		$1.52M Buy
20,653
+14,198
+220% +$1.03M 0.08% 309
2019
Q2 		$487K Buy
6,455
+3,706
+135% +$283K 0.03% 485
2019
Q1 		$206K Buy
+2,749
New +$203K 0.01% 612
2017
Q3 		– Sell
-14,711
Closed -$1.08M – 646
2017
Q2 		$1.08M Sell
14,711
-55
-0.4% -$3.89K 0.02% 370
2017
Q1 		$1.1M Buy
14,766
+250
+2% +$18.9K 0.03% 348
2016
Q4 		$1.04M Buy
14,516
+1,235
+9% +$82.4K 0.03% 355
2016
Q3 		$871K Buy
13,281
+1,935
+17% +$126K 0.02% 381
2016
Q2 		$719K Sell
11,346
-600
-5% -$38K 0.02% 395
2016
Q1 		$725K Sell
11,946
-185
-2% -$10.1K 0.02% 374
2015
Q4 		$684K Sell
12,131
-600
-5% -$34.5K 0.02% 391
2015
Q3 		$694K Sell
12,731
-744
-6% -$40.9K 0.03% 448
2015
Q2 		$799K Buy
13,475
+490
+4% +$30.8K 0.03% 332
2015
Q1 		$779K Sell
12,985
-281
-2% -$17.4K 0.03% 332
2014
Q4 		$938K Buy
13,266
+395
+3% +$28.3K 0.04% 270
2014
Q3 		$948K Buy
12,871
+226
+2% +$17K 0.04% 281
2014
Q2 		$931K Buy
12,645
+625
+5% +$43.6K 0.04% 285
2014
Q1 		$805K Sell
12,020
-180,798
-94% -$11.7M 0.04% 289
2013
Q4 		$12.9M Buy
192,818
+3,101
+2% +$211K 0.61% 52
2013
Q3 		$12.7M Sell
189,717
-59,371
-24% -$3.72M 0.67% 48
2013
Q2 		$14.5M Buy
+249,088
New +$15.1M 0.7% 49

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $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

Boston Advisors's BMO Position: Q3 2019 in Review

Boston Advisors increased its Bank of Montreal (BMO) stake by 220% in Q3 2019, buying an estimated $1.03M and bringing the position to 20,653 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #309.

Boston Advisors first reported a position in BMO in Q2 2013 and has held it in 20 quarters since. The position peaked at $14.5M in Q2 2013. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Boston Advisors held 20,653 shares of Bank of Montreal worth $1.52M as of Q3 2019.
  • Boston Advisors bought 14,198 Bank of Montreal shares in Q3 2019, an estimated $1.03M.
  • Bank of Montreal made up 0.08% of Boston Advisors's portfolio in Q3 2019, its #309 holding.
  • Boston Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 20 quarters since.
  • Boston Advisors's Bank of Montreal position peaked at $14.5M in Q2 2013.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.