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First Allied Advisory Services’s Bank of Montreal BMO Stock Holding History

First Allied Advisory 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
2017
Q4 		– Sell
-2,759
Closed -$209K – 1531
2017
Q3 		$209K Sell
2,759
-226
-8% -$16.9K 0.01% 997
2017
Q2 		$218K Sell
2,985
-1,348
-31% -$95.4K 0.01% 982
2017
Q1 		$322K Sell
4,333
-952
-18% -$71.9K 0.02% 751
2016
Q4 		$380K Buy
5,285
+157
+3% +$10.5K 0.02% 686
2016
Q3 		$336K Sell
5,128
-910
-15% -$59.1K 0.02% 697
2016
Q2 		$379K Buy
6,038
+713
+13% +$45.2K 0.02% 654
2016
Q1 		$320K Buy
5,325
+1,181
+28% +$64.7K 0.02% 718
2015
Q4 		$234K Sell
4,144
-453
-10% -$26.1K 0.01% 882
2015
Q3 		$250K Sell
4,597
-673
-13% -$37K 0.01% 825
2015
Q2 		$311K Sell
5,270
-5,722
-52% -$359K 0.01% 813
2015
Q1 		$658K Buy
10,992
+4,140
+60% +$257K 0.04% 478
2014
Q4 		$487K Buy
6,852
+1,766
+35% +$126K 0.04% 533
2014
Q3 		$375K Buy
+5,086
New +$383K 0.03% 629
2014
Q2 		– Sell
-42,144
Closed -$2.88M – 1018
2014
Q1 		$2.88M Buy
42,144
+3,293
+8% +$214K 0.22% 117
2013
Q4 		$2.65M Sell
38,851
-46,721
-55% -$3.18M 0.21% 137
2013
Q3 		$5.78M Buy
85,572
+30,235
+55% +$1.9M 0.34% 84
2013
Q2 		$3.25M Buy
+55,337
New +$3.35M 0.26% 116

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Bank of Montreal
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Vanguard Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return