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Convergence Investment Partners’s Bank of Montreal BMO Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-118
Closed -$9K – 387
2018
Q1 		$9K Buy
+118
New +$9.28K ﹤0.01% 710
2013
Q3 		– Sell
-3,741
Closed -$217K – 318
2013
Q2 		$217K Buy
+3,741
New +$227K 0.06% 287

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Convergence Investment Partners's BMO Position: Q2 2018 in Review

Convergence Investment Partners sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 118 shares — an estimated $9K sold.

Convergence Investment Partners first reported a position in BMO in Q2 2013 and held it in 2 quarters. The position peaked at $217K in Q2 2013. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

  • Convergence Investment Partners reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 118 Bank of Montreal shares in Q2 2018, an estimated $9K.
  • Convergence Investment Partners first reported a position in Bank of Montreal in Q2 2013 and held it in 2 quarters.
  • Convergence Investment Partners's Bank of Montreal position peaked at $217K in Q2 2013.
  • 439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.