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Fortem Financial Group’s Bank of Montreal BMO Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-2,938
Closed -$222K – 130
2019
Q2 		$222K Buy
+2,938
New +$225K 0.22% 105

Other funds holding BMO

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

Fortem Financial Group's BMO Position: Q3 2019 in Review

Fortem Financial Group sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 2,938 shares — an estimated $222K sold.

Fortem Financial Group first reported a position in BMO in Q2 2019 and held it in 1 quarter. The position peaked at $222K in Q2 2019. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Fortem Financial Group reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 2,938 Bank of Montreal shares in Q3 2019, an estimated $222K.
  • Fortem Financial Group first reported a position in Bank of Montreal in Q2 2019 and held it in 1 quarter.
  • Fortem Financial Group's Bank of Montreal position peaked at $222K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.