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Capital Investment Advisory Services’s Bank of Montreal BMO Stock Holding History

Capital Investment Advisory Services’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
-150
Closed -$11K – 1391
2019
Q1 		$11K Hold
150
– – ﹤0.01% 815
2018
Q4 		$10K Buy
+150
New +$11.1K ﹤0.01% 806

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Capital Investment Advisory Services's BMO Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 150 shares — an estimated $11K sold.

Capital Investment Advisory Services first reported a position in BMO in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Capital Investment Advisory Services reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 150 Bank of Montreal shares in Q2 2019, an estimated $11K.
  • Capital Investment Advisory Services first reported a position in Bank of Montreal in Q4 2018 and held it in 2 quarters.
  • Capital Investment Advisory Services's Bank of Montreal position peaked at $11K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.