GWM
BMO icon

Gupta Wealth Management’s Bank of Montreal BMO Stock Holding History

Gupta Wealth 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
2016
Q1 		$113K Buy
1,858
+165
+10% +$9.04K 0.03% 311
2015
Q4 		$96K Buy
1,693
+118
+7% +$6.79K 0.02% 327
2015
Q3 		$86K Buy
+1,575
New +$86.5K 0.02% 358

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gupta Wealth Management's BMO Position: Q1 2016 in Review

Gupta Wealth Management increased its Bank of Montreal (BMO) stake by 9.7% in Q1 2016, buying an estimated $9.04K and bringing the position to 1,858 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #311.

Gupta Wealth Management first reported a position in BMO in Q3 2015 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold BMO as of Q1 2016.

  • Gupta Wealth Management held 1,858 shares of Bank of Montreal worth $113K as of Q1 2016.
  • Gupta Wealth Management bought 165 Bank of Montreal shares in Q1 2016, an estimated $9.04K.
  • Bank of Montreal made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #311 holding.
  • Gupta Wealth Management first reported a position in Bank of Montreal in Q3 2015 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.