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James Investment Research’s Bank of Montreal BMO Stock Holding History

James Investment Research’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
Q1 		– Sell
-3,550
Closed -$275K – 474
2019
Q4 		$275K Hold
3,550
– – 0.02% 264
2019
Q3 		$262K Sell
3,550
-6,060
-63% -$442K 0.02% 285
2019
Q2 		$725K Sell
9,610
-1,150
-11% -$88K 0.05% 207
2019
Q1 		$805K Sell
10,760
-150
-1% -$11.1K 0.05% 251
2018
Q4 		$713K Hold
10,910
– – 0.04% 434
2018
Q3 		$900K Sell
10,910
-760
-7% -$61.1K 0.04% 479
2018
Q2 		$902K Buy
11,670
+210
+2% +$16.2K 0.03% 479
2018
Q1 		$866K Sell
11,460
-83,210
-88% -$6.55M 0.03% 475
2017
Q4 		$7.58M Sell
94,670
-33,650
-26% -$2.62M 0.26% 81
2017
Q3 		$9.71M Hold
128,320
– – 0.33% 82
2017
Q2 		$9.42M Sell
128,320
-10,320
-7% -$730K 0.29% 97
2017
Q1 		$10.4M Buy
138,640
+31,950
+30% +$2.41M 0.29% 105
2016
Q4 		$7.67M Sell
106,690
-145,129
-58% -$9.68M 0.2% 142
2016
Q3 		$16.5M Buy
251,819
+81,903
+48% +$5.32M 0.44% 81
2016
Q2 		$10.8M Buy
+169,916
New +$10.8M 0.27% 107

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return