L. Roy Papp & Associates’s Bank of Montreal BMO Stock Holding History

L. Roy Papp & Associates’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	-3,150	Closed	-$244K	–	153
2019 Q4	$244K	Hold	3,150	–	–	0.04%	159
2019 Q3	$232K	Hold	3,150	–	–	0.04%	154
2019 Q2	$238K	Hold	3,150	–	–	0.04%	155
2019 Q1	$236K	Hold	3,150	–	–	0.04%	143
2018 Q4	$206K	Hold	3,150	–	–	0.04%	140
2018 Q3	$260K	Hold	3,150	–	–	0.05%	138
2018 Q2	$243K	Hold	3,150	–	–	0.05%	141
2018 Q1	$238K	Buy	+3,150	New	+$248K	0.05%	146
2014 Q1	–	Sell	-4,083	Closed	-$272K	–	134
2013 Q4	$272K	Hold	4,083	–	–	0.06%	126
2013 Q3	$273K	Hold	4,083	–	–	0.06%	125
2013 Q2	$237K	Buy	+4,083	New	+$247K	0.06%	128

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

L. Roy Papp & Associates's BMO Position: Q1 2020 in Review

L. Roy Papp & Associates sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 3,150 shares — an estimated $244K sold.

L. Roy Papp & Associates first reported a position in BMO in Q2 2013 and held it in 11 quarters. The position peaked at $273K in Q3 2013. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

L. Roy Papp & Associates reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
L. Roy Papp & Associates sold 3,150 Bank of Montreal shares in Q1 2020, an estimated $244K.
L. Roy Papp & Associates first reported a position in Bank of Montreal in Q2 2013 and held it in 11 quarters.
L. Roy Papp & Associates's Bank of Montreal position peaked at $273K in Q3 2013.
394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on L. Roy Papp & Associates's 13F filing for Q1 2020, filed 5 May 2020.