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Ladenburg Thalmann Financial Services’s Bank of Montreal BMO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$2.19M Buy
28,373
+4,080
+17% +$307K 0.01% 819
2019
Q3 		$1.79M Buy
24,293
+227
+0.9% +$16.5K 0.01% 869
2019
Q2 		$1.82M Buy
24,066
+16,020
+199% +$1.23M 0.01% 845
2019
Q1 		$607K Buy
8,046
+561
+7% +$41.5K ﹤0.01% 1545
2018
Q4 		$497K Sell
7,485
-81
-1% -$6K ﹤0.01% 1529
2018
Q3 		$629K Buy
7,566
+1,363
+22% +$110K 0.01% 1436
2018
Q2 		$465K Hold
6,203
– – ﹤0.01% 1602
2018
Q1 		$465K Buy
6,203
+116
+2% +$9.13K ﹤0.01% 1602
2017
Q4 		$488K Sell
6,087
-93
-2% -$7.25K ﹤0.01% 1568
2017
Q3 		$467K Sell
6,180
-1,001
-14% -$74.7K 0.01% 1519
2017
Q2 		$528K Buy
7,181
+89
+1% +$6.3K 0.01% 1352
2017
Q1 		$530K Buy
7,092
+324
+5% +$24.5K 0.01% 1291
2016
Q4 		$469K Buy
6,768
+20
+0.3% +$1.33K 0.01% 1290
2016
Q3 		$442K Buy
6,748
+801
+13% +$52.1K 0.01% 1258
2016
Q2 		$377K Buy
5,947
+957
+19% +$60.7K 0.01% 1292
2016
Q1 		$303K Buy
4,990
+469
+10% +$25.7K 0.01% 1333
2015
Q4 		$255K Buy
4,521
+223
+5% +$12.8K ﹤0.01% 1418
2015
Q3 		$233K Sell
4,298
-519
-11% -$28.5K ﹤0.01% 1382
2015
Q2 		$286K Sell
4,817
-6
-0.1% -$377 0.01% 1361
2015
Q1 		$288K Buy
4,823
+2,079
+76% +$129K 0.01% 1338
2014
Q4 		$194K Buy
2,744
+777
+40% +$55.6K ﹤0.01% 1442
2014
Q3 		$145K Sell
1,967
-161
-8% -$12.1K ﹤0.01% 1384
2014
Q2 		$157K Buy
2,128
+302
+17% +$21.1K ﹤0.01% 1326
2014
Q1 		$122K Sell
1,826
-138
-7% -$8.96K ﹤0.01% 1380
2013
Q4 		$131K Buy
1,964
+36
+2% +$2.45K ﹤0.01% 1304
2013
Q3 		$129K Buy
1,928
+61
+3% +$3.83K ﹤0.01% 1246
2013
Q2 		$108K Buy
+1,867
New +$113K ﹤0.01% 1269

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BMO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Bank of Montreal (BMO) stake by 17% in Q4 2019, buying an estimated $307K and bringing the position to 28,373 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #819.

Ladenburg Thalmann Financial Services first reported a position in BMO in Q2 2013 and has held it in 27 quarters since. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 28,373 shares of Bank of Montreal worth $2.19M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,080 Bank of Montreal shares in Q4 2019, an estimated $307K.
  • Bank of Montreal made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #819 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Bank of Montreal in Q2 2013 and has held it in 27 quarters since.
  • 447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.