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Elite Wealth Management’s Bank of Montreal BMO Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-26
Closed -$2K – 359
2013
Q4 		$2K Buy
+26
New +$1.77K ﹤0.01% 648

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Elite Wealth Management's BMO Position: Q1 2014 in Review

Elite Wealth Management sold out of Bank of Montreal (BMO) in Q1 2014, closing a stake of 26 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in BMO in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 354 funds tracked by Wall St. Rank hold BMO as of Q1 2014.

  • Elite Wealth Management reported no remaining Bank of Montreal position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 26 Bank of Montreal shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Bank of Montreal in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Bank of Montreal position peaked at $2K in Q4 2013.
  • 354 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.