Gideon Capital Advisors’s Bank of Montreal BMO Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-17,468	Closed	-$1.14M	–	381
2018 Q4	$1.14M	Buy	+17,468	New	+$1.29M	0.47%	58
2017 Q2	–	Sell	-7,021	Closed	-$525K	–	262
2017 Q1	$525K	Buy	7,021 +3,927	+127%	+$297K	0.31%	91
2016 Q4	$223K	Sell	3,094 -1,947	-39%	-$130K	0.14%	347
2016 Q3	$331K	Buy	+5,041	New	+$328K	0.2%	132
2016 Q2	–	Sell	-6,736	Closed	-$409K	–	201
2016 Q1	$409K	Buy	+6,736	New	+$369K	0.51%	82
2015 Q3	–	Sell	-7,163	Closed	-$425K	–	225
2015 Q2	$425K	Buy	+7,163	New	+$450K	0.18%	152
2015 Q1	–	Sell	-13,087	Closed	-$1.07M	–	229
2014 Q4	$1.07M	Buy	13,087 +10,484	+403%	+$750K	0.51%	69
2014 Q3	$215K	Buy	+2,603	New	+$196K	0.08%	237
2014 Q1	–	Sell	-6,137	Closed	-$435K	–	209
2013 Q4	$435K	Buy	+6,137	New	+$418K	0.26%	108

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Gideon Capital Advisors's BMO Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 17,468 shares — an estimated $1.14M sold.

Gideon Capital Advisors first reported a position in BMO in Q4 2013 and held it in 9 quarters. The position peaked at $1.14M in Q4 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

Gideon Capital Advisors reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 17,468 Bank of Montreal shares in Q1 2019, an estimated $1.14M.
Gideon Capital Advisors first reported a position in Bank of Montreal in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Bank of Montreal position peaked at $1.14M in Q4 2018.
453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.