Ledyard National Bank’s Bank of Montreal BMO Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-800	Closed	-$52K	–	308
2018 Q4	$52K	Hold	800	–	–	0.01%	409
2018 Q3	$66K	Hold	800	–	–	0.01%	395
2018 Q2	$62K	Hold	800	–	–	0.01%	402
2018 Q1	$60K	Hold	800	–	–	0.01%	420
2017 Q4	$64K	Hold	800	–	–	0.01%	424
2017 Q3	$61K	Hold	800	–	–	0.01%	422
2017 Q2	$59K	Hold	800	–	–	0.01%	390
2017 Q1	$60K	Hold	800	–	–	0.01%	394
2016 Q4	$58K	Hold	800	–	–	0.01%	298
2016 Q3	$52K	Hold	800	–	–	0.01%	314
2016 Q2	$51K	Hold	800	–	–	0.01%	301
2016 Q1	$49K	Hold	800	–	–	0.01%	323
2015 Q4	$45K	Hold	800	–	–	0.01%	324
2015 Q3	$44K	Hold	800	–	–	0.01%	308
2015 Q2	$47K	Hold	800	–	–	0.01%	308
2015 Q1	$48K	Hold	800	–	–	0.01%	299
2014 Q4	$57K	Hold	800	–	–	0.01%	279
2014 Q3	$59K	Hold	800	–	–	0.01%	251
2014 Q2	$59K	Hold	800	–	–	0.01%	255
2014 Q1	$54K	Hold	800	–	–	0.01%	254
2013 Q4	$53K	Hold	800	–	–	0.01%	257
2013 Q3	$53K	Hold	800	–	–	0.01%	225
2013 Q2	$46K	Buy	+800	New	+$48.5K	0.01%	229

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

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

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

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

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

Ledyard National Bank's BMO Position: Q1 2019 in Review

Ledyard National Bank sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 800 shares — an estimated $52K sold.

Ledyard National Bank first reported a position in BMO in Q2 2013 and held it in 23 quarters. The position peaked at $66K in Q3 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

Ledyard National Bank reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 800 Bank of Montreal shares in Q1 2019, an estimated $52K.
Ledyard National Bank first reported a position in Bank of Montreal in Q2 2013 and held it in 23 quarters.
Ledyard National Bank's Bank of Montreal position peaked at $66K in Q3 2018.
453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.