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

Horan 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
2020
Q1 		– Sell
-450
Closed -$35K – 96
2019
Q4 		$35K Hold
450
– – 0.02% 162
2019
Q3 		$33K Buy
+450
New +$32.8K 0.02% 171
2019
Q2 		– Sell
-450
Closed -$34K – 94
2019
Q1 		$34K Buy
+450
New +$33.3K 0.02% 159
2017
Q4 		– Sell
-450
Closed -$34K – 94
2017
Q3 		$34K Buy
+450
New +$33.6K 0.02% 182

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Horan Capital Advisors's BMO Position: Q1 2020 in Review

Horan Capital Advisors sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 450 shares — an estimated $35K sold.

Horan Capital Advisors first reported a position in BMO in Q3 2017 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Horan Capital Advisors reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 450 Bank of Montreal shares in Q1 2020, an estimated $35K.
  • Horan Capital Advisors first reported a position in Bank of Montreal in Q3 2017 and held it in 4 quarters.
  • Horan Capital Advisors's Bank of Montreal position peaked at $35K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.