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Brandywine Oak Private Wealth’s Bank of Montreal BMO Stock Holding History

Brandywine Oak Private 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
2019
Q2 		– Sell
-3,313
Closed -$247K – 222
2019
Q1 		$247K Sell
3,313
-167
-5% -$12.3K 0.05% 189
2018
Q4 		$227K Buy
+3,480
New +$258K 0.05% 185

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Brandywine Oak Private Wealth's BMO Position: Q2 2019 in Review

Brandywine Oak Private Wealth sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 3,313 shares — an estimated $247K sold.

Brandywine Oak Private Wealth first reported a position in BMO in Q4 2018 and held it in 2 quarters. The position peaked at $247K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Brandywine Oak Private Wealth reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,313 Bank of Montreal shares in Q2 2019, an estimated $247K.
  • Brandywine Oak Private Wealth first reported a position in Bank of Montreal in Q4 2018 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's Bank of Montreal position peaked at $247K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2019, filed 22 Jul 2019.