Centaurus Financial’s Bank of Montreal BMO Stock Holding History

Centaurus Financial’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 Q3	–	Sell	-1,154	Closed	-$89K	–	707
2018 Q2	$89K	Buy	+1,154	New	+$88.9K	0.01%	749

Other funds holding BMO

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Centaurus Financial's BMO Position: Q3 2018 in Review

Centaurus Financial sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 1,154 shares — an estimated $89K sold.

Centaurus Financial first reported a position in BMO in Q2 2018 and held it in 1 quarter. The position peaked at $89K in Q2 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

Centaurus Financial reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 1,154 Bank of Montreal shares in Q3 2018, an estimated $89K.
Centaurus Financial first reported a position in Bank of Montreal in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Bank of Montreal position peaked at $89K in Q2 2018.
453 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.