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Joel Isaacson & Co’s Bank of Montreal BMO Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-100
Closed -$7K – 219
2016
Q4 		$7K Hold
100
– – ﹤0.01% 536
2016
Q3 		$7K Hold
100
– – ﹤0.01% 575
2016
Q2 		$6K Hold
100
– – ﹤0.01% 591
2016
Q1 		$6K Hold
100
– – ﹤0.01% 627
2015
Q4 		$6K Hold
100
– – ﹤0.01% 599
2015
Q3 		$5K Hold
100
– – ﹤0.01% 624
2015
Q2 		$6K Buy
+100
New +$6.28K ﹤0.01% 643

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Joel Isaacson & Co's BMO Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Bank of Montreal (BMO) in Q1 2017, closing a stake of 100 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in BMO in Q2 2015 and held it in 7 quarters. The position peaked at $7K in Q4 2016. 417 funds tracked by Wall St. Rank hold BMO as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Bank of Montreal position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 100 Bank of Montreal shares in Q1 2017, an estimated $7K.
  • Joel Isaacson & Co first reported a position in Bank of Montreal in Q2 2015 and held it in 7 quarters.
  • Joel Isaacson & Co's Bank of Montreal position peaked at $7K in Q4 2016.
  • 417 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.