Institutional & Family Asset Management’s Bank of Montreal BMO Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-53	Closed	-$3K	–	837
2020 Q2	$3K	Hold	53	–	–	﹤0.01%	626
2020 Q1	$3K	Hold	53	–	–	﹤0.01%	581
2019 Q4	$4K	Hold	53	–	–	﹤0.01%	612
2019 Q3	$4K	Buy	+53	New	+$3.86K	﹤0.01%	583
2018 Q2	–	Sell	-1,278	Closed	-$97K	–	846
2018 Q1	$97K	Buy	+1,278	New	+$101K	0.02%	248

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Institutional & Family Asset Management's BMO Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 53 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in BMO in Q1 2018 and held it in 5 quarters. The position peaked at $97K in Q1 2018. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

Institutional & Family Asset Management reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 53 Bank of Montreal shares in Q3 2020, an estimated $3K.
Institutional & Family Asset Management first reported a position in Bank of Montreal in Q1 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Bank of Montreal position peaked at $97K in Q1 2018.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.