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Credential Securities’s Bank of Montreal BMO Stock Holding History

Credential Securities’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 		$1.13M Buy
14,654
+5,147
+54% +$396K 0.26% 60
2018
Q1 		$717K Sell
9,507
-976
-9% -$76.8K 0.17% 94
2017
Q4 		$839K Sell
10,483
-412
-4% -$32.1K 0.2% 86
2017
Q3 		$825K Buy
10,895
+668
+7% +$49.8K 0.22% 89
2017
Q2 		$749K Sell
10,227
-587
-5% -$41.5K 0.23% 93
2017
Q1 		$808K Buy
10,814
+286
+3% +$21.6K 0.28% 77
2016
Q4 		$757K Buy
10,528
+150
+1% +$10K 0.3% 83
2016
Q3 		$680K Sell
10,378
-1,242
-11% -$80.7K 0.31% 92
2016
Q2 		$736K Buy
11,620
+886
+8% +$56.2K 0.38% 85
2016
Q1 		$651K Sell
10,734
-485
-4% -$26.6K 0.38% 84
2015
Q4 		$633K Sell
11,219
-285
-2% -$16.4K 0.42% 78
2015
Q3 		$627K Buy
11,504
+1,227
+12% +$67.4K 0.44% 73
2015
Q2 		$611K Buy
10,277
+482
+5% +$30.3K 0.39% 77
2015
Q1 		$587K Sell
9,795
-2,404
-20% -$149K 0.38% 81
2014
Q4 		$862K Buy
12,199
+504
+4% +$36.1K 0.56% 49
2014
Q3 		$861K Sell
11,695
-446
-4% -$33.5K 0.58% 43
2014
Q2 		$891K Sell
12,141
-537
-4% -$37.4K 0.59% 42
2014
Q1 		$850K Buy
+12,678
New +$823K 0.63% 39

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credential Securities's BMO Position: Q2 2018 in Review

Credential Securities increased its Bank of Montreal (BMO) stake by 54% in Q2 2018, buying an estimated $396K and bringing the position to 14,654 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #60.

Credential Securities first reported a position in BMO in Q1 2014 and has held it in 18 quarters since. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

  • Credential Securities held 14,654 shares of Bank of Montreal worth $1.13M as of Q2 2018.
  • Credential Securities bought 5,147 Bank of Montreal shares in Q2 2018, an estimated $396K.
  • Bank of Montreal made up 0.26% of Credential Securities's portfolio in Q2 2018, its #60 holding.
  • Credential Securities first reported a position in Bank of Montreal in Q1 2014 and has held it in 18 quarters since.
  • 439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.