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

IHT 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
2018 Q4	–	Sell	-2,830	Closed	-$234K	–	479
2018 Q3	$234K	Buy	2,830 +5	+0.2%	+$402	0.05%	376
2018 Q2	$218K	Hold	2,825	–	–	0.06%	365
2018 Q1	$211K	Hold	2,825	–	–	0.06%	335
2017 Q4	$231K	Hold	2,825	–	–	0.06%	327
2017 Q3	$216K	Hold	2,825	–	–	0.09%	230
2017 Q2	$24	Buy	2,825 +675	+31%	+$47.8K	0.01%	727
2017 Q1	$160K	Buy	2,150 +600	+39%	+$45.3K	0.11%	215
2016 Q4	$112K	Buy	+1,550	New	+$103K	0.08%	254

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

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

Mackenzie Financial

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return