First National Bank of Mount Dora’s Bank of Montreal BMO Stock Holding History

First National Bank of Mount Dora’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	-63,081	Closed	-$4.72M	–	92
2019 Q1	$4.72M	Sell	63,081 -2,715	-4%	-$201K	2.08%	14
2018 Q4	$4.3M	Buy	65,796 +705	+1%	+$52.3K	2.14%	18
2018 Q3	$5.37M	Buy	65,091 +6,200	+11%	+$499K	2.31%	12
2018 Q2	$4.55M	Buy	58,891 +365	+0.6%	+$28.1K	2.04%	19
2018 Q1	$4.42M	Sell	58,526 -15,605	-21%	-$1.23M	2.03%	15
2017 Q4	$5.93M	Buy	74,131 +680	+0.9%	+$53K	2.61%	10
2017 Q3	$5.56M	Buy	73,451 +2,395	+3%	+$179K	2.74%	8
2017 Q2	$5.22M	Buy	71,056 +11,600	+20%	+$821K	2.71%	7
2017 Q1	$4.45M	Buy	59,456 +6,225	+12%	+$470K	2.39%	12
2016 Q4	$3.83M	Buy	53,231 +3,230	+6%	+$215K	2.27%	15
2016 Q3	$3.28M	Sell	50,001 -1,316	-3%	-$85.5K	1.84%	22
2016 Q2	$3.25M	Buy	51,317 +1,791	+4%	+$114K	1.86%	19
2016 Q1	$3M	Buy	49,526 +8,775	+22%	+$481K	1.77%	23
2015 Q4	$2.3M	Hold	40,751	–	–	1.35%	32
2015 Q3	$2.22M	Sell	40,751 -5,950	-13%	-$327K	1.36%	31
2015 Q2	$2.77M	Sell	46,701 -1,295	-3%	-$81.3K	1.55%	27
2015 Q1	$2.88M	Buy	47,996 +5,609	+13%	+$348K	1.56%	26
2014 Q4	$3M	Sell	42,387 -6,750	-14%	-$483K	1.68%	22
2014 Q3	$3.62M	Buy	49,137 +1,725	+4%	+$130K	2.12%	12
2014 Q2	$3.49M	Buy	47,412 +3,000	+7%	+$209K	2.03%	14
2014 Q1	$2.98M	Buy	44,412 +7,310	+20%	+$475K	1.81%	15
2013 Q4	$2.47M	Buy	37,102 +925	+3%	+$63K	1.61%	20
2013 Q3	$2.42M	Sell	36,177 -4,710	-12%	-$295K	1.77%	16
2013 Q2	$2.37M	Buy	+40,887	New	+$2.48M	1.76%	15

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BGC

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

First National Bank of Mount Dora's BMO Position: Q2 2019 in Review

First National Bank of Mount Dora sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 63,081 shares — an estimated $4.72M sold.

First National Bank of Mount Dora first reported a position in BMO in Q2 2013 and held it in 24 quarters. The position peaked at $5.93M in Q4 2017. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

First National Bank of Mount Dora reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
First National Bank of Mount Dora sold 63,081 Bank of Montreal shares in Q2 2019, an estimated $4.72M.
First National Bank of Mount Dora first reported a position in Bank of Montreal in Q2 2013 and held it in 24 quarters.
First National Bank of Mount Dora's Bank of Montreal position peaked at $5.93M in Q4 2017.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on First National Bank of Mount Dora's 13F filing for Q2 2019, filed 8 Jul 2019.