Elm Advisors’s Bank of Montreal BMO Stock Holding History

Elm Advisors’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 Q4	–	Sell	-300	Closed	-$25K	–	106
2018 Q3	$25K	Buy	+300	New	+$24.1K	0.02%	201

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Elm Advisors's BMO Position: Q4 2018 in Review

Elm Advisors sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 300 shares — an estimated $25K sold.

Elm Advisors first reported a position in BMO in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

Elm Advisors reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 300 Bank of Montreal shares in Q4 2018, an estimated $25K.
Elm Advisors first reported a position in Bank of Montreal in Q3 2018 and held it in 1 quarter.
Elm Advisors's Bank of Montreal position peaked at $25K in Q3 2018.
438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.