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FinTrust Capital Advisors’s Bank of Montreal BMO Stock Holding History

FinTrust Capital 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
2019
Q2 		– Sell
-170
Closed -$13K – 1069
2019
Q1 		$13K Buy
170
+70
+70% +$5.18K 0.01% 700
2018
Q4 		$7K Buy
+100
New +$7.41K ﹤0.01% 848

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
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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

FinTrust Capital Advisors's BMO Position: Q2 2019 in Review

FinTrust Capital Advisors sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 170 shares — an estimated $13K sold.

FinTrust Capital Advisors first reported a position in BMO in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • FinTrust Capital Advisors reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • FinTrust Capital Advisors sold 170 Bank of Montreal shares in Q2 2019, an estimated $13K.
  • FinTrust Capital Advisors first reported a position in Bank of Montreal in Q4 2018 and held it in 2 quarters.
  • FinTrust Capital Advisors's Bank of Montreal position peaked at $13K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on FinTrust Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.