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Harbor Investment Advisory’s Bank of Montreal BMO Stock Holding History

Harbor Investment Advisory’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
2021
Q1 		– Sell
-17
Closed -$1K – 1259
2020
Q4 		$1K Sell
17
-18
-51% -$1.23K ﹤0.01% 1144
2020
Q3 		$2K Hold
35
– – ﹤0.01% 1009
2020
Q2 		$2K Hold
35
– – ﹤0.01% 974
2020
Q1 		$2K Hold
35
– – ﹤0.01% 928
2019
Q4 		$3K Buy
+35
New +$2.63K ﹤0.01% 742

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harbor Investment Advisory's BMO Position: Q1 2021 in Review

Harbor Investment Advisory sold out of Bank of Montreal (BMO) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Harbor Investment Advisory first reported a position in BMO in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 406 funds tracked by Wall St. Rank hold BMO as of Q1 2021.

  • Harbor Investment Advisory reported no remaining Bank of Montreal position as of Q1 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 17 Bank of Montreal shares in Q1 2021, an estimated $1K.
  • Harbor Investment Advisory first reported a position in Bank of Montreal in Q4 2019 and held it in 5 quarters.
  • Harbor Investment Advisory's Bank of Montreal position peaked at $3K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2021.

Based on Harbor Investment Advisory's 13F filing for Q1 2021, filed 16 Apr 2021.