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

Executive 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
2019
Q3 		– Sell
-256
Closed -$19K – 207
2019
Q2 		$19K Buy
256
+56
+28% +$4.28K ﹤0.01% 479
2019
Q1 		$15K Hold
200
– – ﹤0.01% 472
2018
Q4 		$13K Buy
+200
New +$14.8K ﹤0.01% 508

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Executive Wealth Management's BMO Position: Q3 2019 in Review

Executive Wealth Management sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 256 shares — an estimated $19K sold.

Executive Wealth Management first reported a position in BMO in Q4 2018 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Executive Wealth Management reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 256 Bank of Montreal shares in Q3 2019, an estimated $19K.
  • Executive Wealth Management first reported a position in Bank of Montreal in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Bank of Montreal position peaked at $19K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.