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Inscription Capital’s Bank of Montreal BMO Stock Holding History

Inscription Capital’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 		– Sell
-2,700
Closed -$202K – 118
2019
Q1 		$202K Sell
2,700
-1,016
-27% -$75.1K 0.11% 113
2018
Q4 		$243K Buy
+3,716
New +$275K 0.14% 113

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B AUM 31.4% 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 $61.3B AUM 39.33% 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 $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Inscription Capital's BMO Position: Q2 2019 in Review

Inscription Capital sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 2,700 shares — an estimated $202K sold.

Inscription Capital first reported a position in BMO in Q4 2018 and held it in 2 quarters. The position peaked at $243K in Q4 2018. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Inscription Capital reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 2,700 Bank of Montreal shares in Q2 2019, an estimated $202K.
  • Inscription Capital first reported a position in Bank of Montreal in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's Bank of Montreal position peaked at $243K in Q4 2018.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.