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Crestwood Advisors Group’s Bank of Montreal BMO Stock Holding History

Crestwood Advisors Group’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
Q1 		– Sell
-4,575
Closed -$299K – 181
2018
Q4 		$299K Hold
4,575
– – 0.02% 130
2018
Q3 		$378K Hold
4,575
– – 0.03% 120
2018
Q2 		$361K Buy
+4,575
New +$352K 0.03% 122

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Crestwood Advisors Group's BMO Position: Q1 2019 in Review

Crestwood Advisors Group sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 4,575 shares — an estimated $299K sold.

Crestwood Advisors Group first reported a position in BMO in Q2 2018 and held it in 3 quarters. The position peaked at $378K in Q3 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

  • Crestwood Advisors Group reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
  • Crestwood Advisors Group sold 4,575 Bank of Montreal shares in Q1 2019, an estimated $299K.
  • Crestwood Advisors Group first reported a position in Bank of Montreal in Q2 2018 and held it in 3 quarters.
  • Crestwood Advisors Group's Bank of Montreal position peaked at $378K in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Crestwood Advisors Group's 13F filing for Q1 2019, filed 9 May 2019.