Financial Architects (New Jersey)’s Bank of Montreal BMO Stock Holding History

Financial Architects (New Jersey)’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	-250	Closed	-$13K	–	327
2020 Q2	$13K	Hold	250	–	–	﹤0.01%	606
2020 Q1	$13K	Sell	250 -122	-33%	-$8.27K	﹤0.01%	574
2019 Q4	$29K	Buy	372 +122	+49%	+$9.18K	0.01%	505
2019 Q3	$18K	Hold	250	–	–	﹤0.01%	612
2019 Q2	$19K	Sell	250 -135	-35%	-$10.3K	﹤0.01%	725
2019 Q1	$29K	Hold	385	–	–	﹤0.01%	771
2018 Q4	$25K	Hold	385	–	–	﹤0.01%	740
2018 Q3	$32K	Hold	385	–	–	0.01%	781
2018 Q2	$30K	Hold	385	–	–	0.01%	700
2018 Q1	$29K	Hold	385	–	–	0.01%	786
2017 Q4	$31K	Buy	385 +35	+10%	+$2.73K	0.01%	833
2017 Q3	$26K	Hold	350	–	–	﹤0.01%	895
2017 Q2	$26K	Buy	350 +250	+250%	+$17.7K	﹤0.01%	883
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	1205
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	1073
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	1064
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	1073
2016 Q1	$6K	Buy	+100	New	+$5.48K	﹤0.01%	852
2015 Q3	–	Sell	-100	Closed	-$6K	–	294
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	896
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	826
2014 Q4	$7K	Sell	100 -1,825	-95%	-$131K	﹤0.01%	739
2014 Q3	$129K	Buy	1,925 +1,825	+1,825%	+$137K	0.06%	192
2014 Q2	$7K	Buy	+100	New	+$6.97K	﹤0.01%	711
2013 Q4	–	Sell	-53	Closed	-$4K	–	203
2013 Q3	$4K	Sell	53 -47	-47%	-$2.95K	﹤0.01%	596
2013 Q2	$6K	Buy	+100	New	+$6.06K	﹤0.01%	530

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

Financial Architects (New Jersey)'s BMO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 250 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in BMO in Q2 2013 and held it in 25 quarters. The position peaked at $129K in Q3 2014. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 250 Bank of Montreal shares in Q3 2020, an estimated $13K.
Financial Architects (New Jersey) first reported a position in Bank of Montreal in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s Bank of Montreal position peaked at $129K in Q3 2014.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.