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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
2017
Q4 		– Sell
-65,600
Closed -$4.97M – 2493
2017
Q3 		$4.97M Buy
+65,600
New +$4.89M 0.03% 537

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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 $57.2B AUM 35.3% 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
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

Jefferies Group's BMO Position: Q1 2020 in Review

Jefferies Group sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 33,662 shares — an estimated $2.61M sold.

Jefferies Group first reported a position in BMO in Q2 2013 and held it in 12 quarters. The position peaked at $6.69M in Q2 2019. 396 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Jefferies Group reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 33,662 Bank of Montreal shares in Q1 2020, an estimated $2.61M.
  • Jefferies Group first reported a position in Bank of Montreal in Q2 2013 and held it in 12 quarters.
  • Jefferies Group's Bank of Montreal position peaked at $6.69M in Q2 2019.
  • 396 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.