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Jefferies Group’s Bank of Montreal BMO Stock Holding History

Jefferies Group’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
-33,662
Closed -$2.61M – 2089
2019
Q4 		$2.61M Buy
33,662
+15,747
+88% +$1.19M 0.05% 888
2019
Q3 		$1.32M Sell
17,915
-70,728
-80% -$5.15M 0.03% 1344
2019
Q2 		$6.69M Buy
88,643
+59,651
+206% +$4.56M 0.18% 349
2019
Q1 		$2.17M Sell
28,992
-7,687
-21% -$568K 0.06% 873
2018
Q4 		$2.4M Sell
36,679
-3,575
-9% -$265K 0.08% 734
2018
Q3 		$3.32M Buy
40,254
+19,704
+96% +$1.58M 0.08% 736
2018
Q2 		$1.59M Buy
20,550
+14,066
+217% +$1.08M 0.04% 1011
2018
Q1 		$490K Buy
+6,484
New +$510K 0.01% 1515
2017
Q4 		– Sell
-27,219
Closed -$1.66M – 2494
2017
Q3 		$1.66M Buy
+27,219
New +$2.03M 0.04% 1032
2017
Q2 		– Sell
-6,744
Closed -$427K – 2196
2017
Q1 		$427K Buy
+6,744
New +$509K 0.01% 1678
2015
Q4 		– Sell
-8,273
Closed -$451K – 2292
2015
Q3 		$451K Buy
+8,273
New +$454K 0.01% 1557
2013
Q3 		– Sell
-6,214
Closed -$361K – 1932
2013
Q2 		$361K Buy
+6,214
New +$376K 0.02% 1211

Other funds holding BMO

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Vanguard Group
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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