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

Endurance 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
2018 Q2	–	Sell	-600	Closed	-$45K	–	494
2018 Q1	$45K	Hold	600	–	–	0.01%	293
2017 Q4	$48K	Hold	600	–	–	0.01%	280
2017 Q3	$45K	Hold	600	–	–	0.01%	276
2017 Q2	$44K	Hold	600	–	–	0.01%	287
2017 Q1	$45K	Hold	600	–	–	0.01%	280
2016 Q4	$43K	Hold	600	–	–	0.01%	280
2016 Q3	$38K	Hold	600	–	–	0.01%	287
2016 Q2	$38K	Hold	600	–	–	0.01%	283
2016 Q1	$36K	Hold	600	–	–	0.01%	289
2015 Q4	$34K	Hold	600	–	–	0.01%	300
2015 Q3	$35K	Hold	600	–	–	0.01%	297
2015 Q2	$36K	Buy	+600	New	+$37.7K	0.01%	299

Other funds holding BMO

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Endurance Wealth Management's BMO Position: Q2 2018 in Review

Endurance Wealth Management sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 600 shares — an estimated $45K sold.

Endurance Wealth Management first reported a position in BMO in Q2 2015 and held it in 12 quarters. The position peaked at $48K in Q4 2017. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

Endurance Wealth Management reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
Endurance Wealth Management sold 600 Bank of Montreal shares in Q2 2018, an estimated $45K.
Endurance Wealth Management first reported a position in Bank of Montreal in Q2 2015 and held it in 12 quarters.
Endurance Wealth Management's Bank of Montreal position peaked at $48K in Q4 2017.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.