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Cornerstone Wealth Management’s Bank of Montreal BMO Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-10,895
Closed -$142K – 433
2018
Q3 		$142K Buy
+10,895
New +$876K ﹤0.01% 1252

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cornerstone Wealth Management's BMO Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 10,895 shares — an estimated $142K sold.

Cornerstone Wealth Management first reported a position in BMO in Q3 2018 and held it in 1 quarter. The position peaked at $142K in Q3 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,895 Bank of Montreal shares in Q4 2018, an estimated $142K.
  • Cornerstone Wealth Management first reported a position in Bank of Montreal in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Bank of Montreal position peaked at $142K in Q3 2018.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.