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Calton & Associates’s Bank of Montreal BMO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,187
Closed -$99K – 448
2017
Q4 		$99K Buy
+1,187
New +$92.5K 0.02% 494

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Calton & Associates's BMO Position: Q1 2018 in Review

Calton & Associates sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 1,187 shares — an estimated $99K sold.

Calton & Associates first reported a position in BMO in Q4 2017 and held it in 1 quarter. The position peaked at $99K in Q4 2017. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Calton & Associates reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,187 Bank of Montreal shares in Q1 2018, an estimated $99K.
  • Calton & Associates first reported a position in Bank of Montreal in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Bank of Montreal position peaked at $99K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.