Cascade Investment Advisors’s Bank of Montreal BMO Stock Holding History

Cascade Investment 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
2020 Q4	–	Sell	-150	Closed	-$8.76K	–	256
2020 Q3	$8.76K	Hold	150	–	–	0.01%	230
2020 Q2	$7.96K	Hold	150	–	–	0.01%	225
2020 Q1	$7.54K	Sell	150 -8,875	-98%	-$602K	0.01%	219
2019 Q4	$699K	Sell	9,025 -6,525	-42%	-$491K	0.53%	83
2019 Q3	$1.15M	Buy	15,550 +675	+5%	+$49.2K	0.88%	50
2019 Q2	$1.12M	Buy	14,875 +205	+1%	+$15.7K	0.95%	49
2019 Q1	$1.1M	Buy	14,670 +1,065	+8%	+$78.8K	0.98%	45
2018 Q4	$889K	Sell	13,605 -125	-0.9%	-$9.27K	0.9%	49
2018 Q3	$1.13M	Sell	13,730 -600	-4%	-$48.3K	0.96%	46
2018 Q2	$1.11M	Sell	14,330 -4,300	-23%	-$331K	0.99%	43
2018 Q1	$1.41M	Sell	18,630 -3,910	-17%	-$308K	1.11%	33
2017 Q4	$1.8M	Sell	22,540 -135	-0.6%	-$10.5K	1.43%	12
2017 Q3	$1.72M	Sell	22,675 -375	-2%	-$28K	1.43%	15
2017 Q2	$1.69M	Sell	23,050 -745	-3%	-$52.7K	1.44%	17
2017 Q1	$1.78M	Sell	23,795 -1,360	-5%	-$103K	1.56%	13
2016 Q4	$1.81M	Buy	+25,155	New	+$1.68M	1.54%	18
2016 Q2	$1.49M	Buy	+23,505	New	+$1.49M	1.43%	23

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Cascade Investment Advisors's BMO Position: Q4 2020 in Review

Cascade Investment Advisors sold out of Bank of Montreal (BMO) in Q4 2020, closing a stake of 150 shares — an estimated $8.76K sold.

Cascade Investment Advisors first reported a position in BMO in Q2 2016 and held it in 17 quarters. The position peaked at $1.81M in Q4 2016. 400 funds tracked by Wall St. Rank hold BMO as of Q4 2020.

Cascade Investment Advisors reported no remaining Bank of Montreal position as of Q4 2020 after selling out during the quarter.
Cascade Investment Advisors sold 150 Bank of Montreal shares in Q4 2020, an estimated $8.76K.
Cascade Investment Advisors first reported a position in Bank of Montreal in Q2 2016 and held it in 17 quarters.
Cascade Investment Advisors's Bank of Montreal position peaked at $1.81M in Q4 2016.
400 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.