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CPWM LLC’s Bank of Montreal BMO Stock Holding History

CPWM LLC’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
Q4 		– Sell
-5,854
Closed -$432K – 269
2019
Q3 		$432K Sell
5,854
-286
-5% -$20.8K 0.06% 188
2019
Q2 		$463K Sell
6,140
-90
-1% -$6.88K 0.06% 176
2019
Q1 		$466K Sell
6,230
-117
-2% -$8.65K 0.07% 175
2018
Q4 		$415K Sell
6,347
-264
-4% -$19.6K 0.07% 160
2018
Q3 		$546K Hold
6,611
– – 0.08% 168
2018
Q2 		$511K Sell
6,611
-7,249
-52% -$558K 0.08% 176
2018
Q1 		$1.05M Buy
+13,860
New +$1.09M 0.16% 106

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CPWM LLC's BMO Position: Q4 2019 in Review

CPWM LLC sold out of Bank of Montreal (BMO) in Q4 2019, closing a stake of 5,854 shares — an estimated $432K sold.

CPWM LLC first reported a position in BMO in Q1 2018 and held it in 7 quarters. The position peaked at $1.05M in Q1 2018. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

  • CPWM LLC reported no remaining Bank of Montreal position as of Q4 2019 after selling out during the quarter.
  • CPWM LLC sold 5,854 Bank of Montreal shares in Q4 2019, an estimated $432K.
  • CPWM LLC first reported a position in Bank of Montreal in Q1 2018 and held it in 7 quarters.
  • CPWM LLC's Bank of Montreal position peaked at $1.05M in Q1 2018.
  • 447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on CPWM LLC's 13F filing for Q4 2019, filed 12 Feb 2020.