CSat Investment Advisory’s Bank of Montreal BMO Stock Holding History

CSat Investment Advisory’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
2020 Q3	–	Sell	-10,164	Closed	-$539K	–	1093
2020 Q2	$539K	Buy	10,164 +579	+6%	+$29.5K	0.07%	174
2020 Q1	$482K	Buy	9,585 +2,201	+30%	+$149K	0.1%	146
2019 Q4	$572K	Buy	7,384 +381	+5%	+$28.7K	0.15%	132
2019 Q3	$516K	Buy	7,003 +3,070	+78%	+$224K	0.16%	116
2019 Q2	$297K	Buy	+3,933	New	+$301K	0.1%	161

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CSat Investment Advisory's BMO Position: Q3 2020 in Review

CSat Investment Advisory sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 10,164 shares — an estimated $539K sold.

CSat Investment Advisory first reported a position in BMO in Q2 2019 and held it in 5 quarters. The position peaked at $572K in Q4 2019. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

CSat Investment Advisory reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 10,164 Bank of Montreal shares in Q3 2020, an estimated $539K.
CSat Investment Advisory first reported a position in Bank of Montreal in Q2 2019 and held it in 5 quarters.
CSat Investment Advisory's Bank of Montreal position peaked at $572K in Q4 2019.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.