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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 		$24K 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 $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IHT Wealth Management's BMO Position: Q4 2018 in Review

IHT Wealth Management sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 2,830 shares — an estimated $234K sold.

IHT Wealth Management first reported a position in BMO in Q4 2016 and held it in 8 quarters. The position peaked at $234K in Q3 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • IHT Wealth Management reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,830 Bank of Montreal shares in Q4 2018, an estimated $234K.
  • IHT Wealth Management first reported a position in Bank of Montreal in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's Bank of Montreal position peaked at $234K in Q3 2018.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.