Hoertkorn Richard Charles’s Bank of Montreal BMO Stock Holding History

Hoertkorn Richard Charles’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	-394	Closed	-$26K	–	86
2018 Q4	$26K	Hold	394	–	–	0.02%	69
2018 Q3	$32K	Hold	394	–	–	0.02%	71
2018 Q2	$30K	Hold	394	–	–	0.02%	70
2018 Q1	$30K	Hold	394	–	–	0.02%	72
2017 Q4	$32K	Hold	394	–	–	0.02%	72
2017 Q3	$30K	Hold	394	–	–	0.02%	72
2017 Q2	$29K	Hold	394	–	–	0.02%	71
2017 Q1	$29K	Hold	394	–	–	0.02%	71
2016 Q4	$28K	Hold	394	–	–	0.02%	74
2016 Q3	$26K	Hold	394	–	–	0.02%	76
2016 Q2	$25K	Hold	394	–	–	0.02%	78
2016 Q1	$24K	Hold	394	–	–	0.02%	79
2015 Q4	$22K	Hold	394	–	–	0.02%	84
2015 Q3	$21K	Hold	394	–	–	0.02%	82
2015 Q2	$23K	Hold	394	–	–	0.02%	77
2015 Q1	$24K	Hold	394	–	–	0.02%	78
2014 Q4	$28K	Hold	394	–	–	0.02%	76
2014 Q3	$29K	Hold	394	–	–	0.02%	70
2014 Q2	$29K	Hold	394	–	–	0.02%	74
2014 Q1	$26K	Hold	394	–	–	0.02%	72
2013 Q4	$26K	Buy	+394	New	+$26.8K	0.02%	74

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

Hoertkorn Richard Charles's BMO Position: Q1 2019 in Review

Hoertkorn Richard Charles sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 394 shares — an estimated $26K sold.

Hoertkorn Richard Charles first reported a position in BMO in Q4 2013 and held it in 21 quarters. The position peaked at $32K in Q3 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

Hoertkorn Richard Charles reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
Hoertkorn Richard Charles sold 394 Bank of Montreal shares in Q1 2019, an estimated $26K.
Hoertkorn Richard Charles first reported a position in Bank of Montreal in Q4 2013 and held it in 21 quarters.
Hoertkorn Richard Charles's Bank of Montreal position peaked at $32K in Q3 2018.
453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2019, filed 30 Apr 2019.