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Investment Centers of America’s Bank of Montreal BMO Stock Holding History

Investment Centers of America’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
2017
Q2 		– Sell
-3,216
Closed -$241K – 600
2017
Q1 		$241K Buy
3,216
+3
+0.1% +$227 0.02% 526
2016
Q4 		$232K Buy
+3,213
New +$214K 0.02% 504
2016
Q2 		– Sell
-4,712
Closed -$287K – 513
2016
Q1 		$287K Buy
+4,712
New +$258K 0.03% 369

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 $115B AUM 41.58% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Investment Centers of America's BMO Position: Q2 2017 in Review

Investment Centers of America sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 3,216 shares — an estimated $241K sold.

Investment Centers of America first reported a position in BMO in Q1 2016 and held it in 3 quarters. The position peaked at $287K in Q1 2016. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • Investment Centers of America reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • Investment Centers of America sold 3,216 Bank of Montreal shares in Q2 2017, an estimated $241K.
  • Investment Centers of America first reported a position in Bank of Montreal in Q1 2016 and held it in 3 quarters.
  • Investment Centers of America's Bank of Montreal position peaked at $287K in Q1 2016.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.