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Financial Planning & Information Services’s Bank of Montreal BMO Stock Holding History

Financial Planning & Information Services’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
-2,806
Closed -$232K – 46
2018
Q3 		$232K Buy
+2,806
New +$226K 0.09% 45

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Financial Planning & Information Services's BMO Position: Q4 2018 in Review

Financial Planning & Information Services sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 2,806 shares — an estimated $232K sold.

Financial Planning & Information Services first reported a position in BMO in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • Financial Planning & Information Services reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • Financial Planning & Information Services sold 2,806 Bank of Montreal shares in Q4 2018, an estimated $232K.
  • Financial Planning & Information Services first reported a position in Bank of Montreal in Q3 2018 and held it in 1 quarter.
  • Financial Planning & Information Services's Bank of Montreal position peaked at $232K in Q3 2018.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Financial Planning & Information Services's 13F filing for Q4 2018, filed 24 May 2021.