Hugh Johnson Advisors’s Bank of Montreal BMO Stock Holding History

Hugh Johnson 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 Q2	$700K	Buy	9,276 +1,976	+27%	+$151K	0.22%	71
2019 Q1	$546K	Sell	7,300 -92	-1%	-$6.8K	0.17%	74
2018 Q4	$483K	Buy	7,392 +99	+1%	+$7.34K	0.18%	76
2018 Q3	$602K	Sell	7,293 -37	-0.5%	-$2.98K	0.17%	84
2018 Q2	$566K	Buy	7,330 +782	+12%	+$60.2K	0.16%	82
2018 Q1	$495K	Sell	6,548 -34	-0.5%	-$2.67K	0.15%	81
2017 Q4	$527K	Buy	6,582 +45	+0.7%	+$3.51K	0.15%	80
2017 Q3	$495K	Buy	6,537 +2,726	+72%	+$203K	0.15%	81
2017 Q2	$280K	Buy	3,811 +485	+15%	+$34.3K	0.09%	82
2017 Q1	$249K	Sell	3,326 -24	-0.7%	-$1.81K	0.08%	82
2016 Q4	$241K	Sell	3,350 -869	-21%	-$58K	0.08%	80
2016 Q3	$277K	Buy	4,219 +57	+1%	+$3.7K	0.1%	83
2016 Q2	$264K	Buy	4,162 +244	+6%	+$15.5K	0.1%	81
2016 Q1	$238K	Buy	3,918 +243	+7%	+$13.3K	0.09%	84
2015 Q4	$207K	Sell	3,675 -246	-6%	-$14.1K	0.08%	85
2015 Q3	$214K	Buy	3,921 +29	+0.7%	+$1.59K	0.09%	85
2015 Q2	$231K	Sell	3,892 -65	-2%	-$4.08K	0.08%	85
2015 Q1	$237K	Buy	3,957 +26	+0.7%	+$1.61K	0.08%	85
2014 Q4	$278K	Buy	3,931 +52	+1%	+$3.72K	0.1%	79
2014 Q3	$286K	Buy	3,879 +63	+2%	+$4.74K	0.1%	76
2014 Q2	$281K	Sell	3,816 -67	-2%	-$4.67K	0.1%	76
2014 Q1	$260K	Buy	3,883 +555	+17%	+$36K	0.1%	76
2013 Q4	$222K	Buy	+3,328	New	+$226K	0.09%	78

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Hugh Johnson Advisors's BMO Position: Q2 2019 in Review

Hugh Johnson Advisors increased its Bank of Montreal (BMO) stake by 27% in Q2 2019, buying an estimated $151K and bringing the position to 9,276 shares worth $700K. The position accounts for 0.22% of the portfolio, ranked #71.

Hugh Johnson Advisors first reported a position in BMO in Q4 2013 and has held it in 23 quarters since. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Hugh Johnson Advisors held 9,276 shares of Bank of Montreal worth $700K as of Q2 2019.
Hugh Johnson Advisors bought 1,976 Bank of Montreal shares in Q2 2019, an estimated $151K.
Bank of Montreal made up 0.22% of Hugh Johnson Advisors's portfolio in Q2 2019, its #71 holding.
Hugh Johnson Advisors first reported a position in Bank of Montreal in Q4 2013 and has held it in 23 quarters since.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.