Lee Financial’s Bank of Montreal BMO Stock Holding History

Lee 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
2019 Q4	–	Sell	-100	Closed	-$7K	–	501
2019 Q3	$7K	Sell	100 -100	-50%	-$7.29K	﹤0.01%	393
2019 Q2	$15K	Hold	200	–	–	﹤0.01%	291
2019 Q1	$15K	Hold	200	–	–	﹤0.01%	282
2018 Q4	$13K	Hold	200	–	–	﹤0.01%	252
2018 Q3	$17K	Sell	200 -2,100	-91%	-$169K	﹤0.01%	264
2018 Q2	$177K	Hold	2,300	–	–	0.04%	170
2018 Q1	$174K	Buy	2,300 +2,100	+1,050%	+$165K	0.04%	164
2017 Q4	$16K	Hold	200	–	–	﹤0.01%	274
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	271
2017 Q2	$15K	Hold	200	–	–	0.01%	267
2017 Q1	$15K	Hold	200	–	–	0.01%	235
2016 Q4	$14K	Buy	+200	New	+$13.3K	0.01%	249

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Lee Financial's BMO Position: Q4 2019 in Review

Lee Financial sold out of Bank of Montreal (BMO) in Q4 2019, closing a stake of 100 shares — an estimated $7K sold.

Lee Financial first reported a position in BMO in Q4 2016 and held it in 12 quarters. The position peaked at $177K in Q2 2018. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

Lee Financial reported no remaining Bank of Montreal position as of Q4 2019 after selling out during the quarter.
Lee Financial sold 100 Bank of Montreal shares in Q4 2019, an estimated $7K.
Lee Financial first reported a position in Bank of Montreal in Q4 2016 and held it in 12 quarters.
Lee Financial's Bank of Montreal position peaked at $177K in Q2 2018.
447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

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