Gemmer Asset Management’s Bank of Montreal BMO Stock Holding History

Gemmer Asset Management’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
2020 Q2	–	Sell	-136	Closed	-$7K	–	1328
2020 Q1	$7K	Buy	+136	New	+$9.22K	﹤0.01%	628
2018 Q4	–	Sell	-27	Closed	-$2K	–	1362
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	1265
2018 Q2	$2K	Sell	27 -3	-10%	-$231	﹤0.01%	1279
2018 Q1	$2K	Buy	+30	New	+$2.36K	﹤0.01%	1278

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BGC

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

Gemmer Asset Management's BMO Position: Q2 2020 in Review

Gemmer Asset Management sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 136 shares — an estimated $7K sold.

Gemmer Asset Management first reported a position in BMO in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2020. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

Gemmer Asset Management reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
Gemmer Asset Management sold 136 Bank of Montreal shares in Q2 2020, an estimated $7K.
Gemmer Asset Management first reported a position in Bank of Montreal in Q1 2018 and held it in 4 quarters.
Gemmer Asset Management's Bank of Montreal position peaked at $7K in Q1 2020.
374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Gemmer Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.