CMO
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Covenant Multifamily Offices’s Bank of Montreal BMO Stock Holding History

Covenant Multifamily Offices’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
Q3 		– Sell
-5,868
Closed -$443K – 143
2019
Q2 		$443K Buy
+5,868
New +$449K 0.1% 108

Other funds holding BMO

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

Covenant Multifamily Offices's BMO Position: Q3 2019 in Review

Covenant Multifamily Offices sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 5,868 shares — an estimated $443K sold.

Covenant Multifamily Offices first reported a position in BMO in Q2 2019 and held it in 1 quarter. The position peaked at $443K in Q2 2019. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Covenant Multifamily Offices reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 5,868 Bank of Montreal shares in Q3 2019, an estimated $443K.
  • Covenant Multifamily Offices first reported a position in Bank of Montreal in Q2 2019 and held it in 1 quarter.
  • Covenant Multifamily Offices's Bank of Montreal position peaked at $443K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Covenant Multifamily Offices's 13F filing for Q3 2019, filed 8 Nov 2019.