Krilogy Financial’s Bank of Montreal BMO Stock Holding History

Krilogy Financial’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
2018 Q4	–	Sell	-12	Closed	-$1K	–	194
2018 Q3	$1K	Buy	+12	New	+$965	﹤0.01%	767
2018 Q2	–	Sell	-12	Closed	-$1K	–	211
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	726
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	728
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	766
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	689
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	673
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	673
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	695
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	707
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	636
2015 Q4	$1K	Sell	12 -688	-98%	-$39.6K	﹤0.01%	399
2015 Q3	$4K	Buy	+700	New	+$38.4K	﹤0.01%	478

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Krilogy Financial's BMO Position: Q4 2018 in Review

Krilogy Financial sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Krilogy Financial first reported a position in BMO in Q3 2015 and held it in 12 quarters. The position peaked at $4K in Q3 2015. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

Krilogy Financial reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 12 Bank of Montreal shares in Q4 2018, an estimated $1K.
Krilogy Financial first reported a position in Bank of Montreal in Q3 2015 and held it in 12 quarters.
Krilogy Financial's Bank of Montreal position peaked at $4K in Q3 2015.
438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.