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Coastal Bridge Advisors’s Bank of Montreal BMO Stock Holding History

Coastal Bridge 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
2019
Q1 		– Sell
-5,560
Closed -$363K – 131
2018
Q4 		$363K Hold
5,560
– – 0.14% 82
2018
Q3 		$459K Sell
5,560
-55
-1% -$4.42K 0.18% 73
2018
Q2 		$434K Sell
5,615
-5,560
-50% -$428K 0.17% 74
2018
Q1 		$844K Buy
+11,175
New +$879K 0.31% 46

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Coastal Bridge Advisors's BMO Position: Q1 2019 in Review

Coastal Bridge Advisors sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 5,560 shares — an estimated $363K sold.

Coastal Bridge Advisors first reported a position in BMO in Q1 2018 and held it in 4 quarters. The position peaked at $844K in Q1 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

  • Coastal Bridge Advisors reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
  • Coastal Bridge Advisors sold 5,560 Bank of Montreal shares in Q1 2019, an estimated $363K.
  • Coastal Bridge Advisors first reported a position in Bank of Montreal in Q1 2018 and held it in 4 quarters.
  • Coastal Bridge Advisors's Bank of Montreal position peaked at $844K in Q1 2018.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Coastal Bridge Advisors's 13F filing for Q1 2019, filed 8 May 2019.