First Command Financial Services’s Bank of Montreal BMO Stock Holding History

First Command Financial 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 Q3	–	Sell	-229	Closed	-$18K	–	378
2018 Q2	$18K	Hold	229	–	–	﹤0.01%	306
2018 Q1	$17K	Hold	229	–	–	﹤0.01%	310
2017 Q4	$18K	Hold	229	–	–	0.01%	297
2017 Q3	$17K	Hold	229	–	–	0.01%	297
2017 Q2	$17K	Hold	229	–	–	0.01%	303
2017 Q1	$17K	Hold	229	–	–	0.01%	293
2016 Q4	$16K	Buy	+229	New	+$15.3K	0.01%	299

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Command Financial Services's BMO Position: Q3 2018 in Review

First Command Financial Services sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 229 shares — an estimated $18K sold.

First Command Financial Services first reported a position in BMO in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 452 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

First Command Financial Services reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
First Command Financial Services sold 229 Bank of Montreal shares in Q3 2018, an estimated $18K.
First Command Financial Services first reported a position in Bank of Montreal in Q4 2016 and held it in 7 quarters.
First Command Financial Services's Bank of Montreal position peaked at $18K in Q2 2018.
452 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on First Command Financial Services's 13F filing for Q3 2018, filed 26 Oct 2018.