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Legacy Bridge’s Bank of Montreal BMO Stock Holding History

Legacy Bridge’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
-251
Closed -$19K – 281
2019
Q3 		$19K Hold
251
– – 0.02% 219
2019
Q2 		$19K Hold
251
– – 0.02% 225
2019
Q1 		$19K Hold
251
– – 0.02% 222
2018
Q4 		$16K Buy
+251
New +$18.6K 0.02% 192

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

Legacy Bridge's BMO Position: Q4 2019 in Review

Legacy Bridge sold out of Bank of Montreal (BMO) in Q4 2019, closing a stake of 251 shares — an estimated $19K sold.

Legacy Bridge first reported a position in BMO in Q4 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

  • Legacy Bridge reported no remaining Bank of Montreal position as of Q4 2019 after selling out during the quarter.
  • Legacy Bridge sold 251 Bank of Montreal shares in Q4 2019, an estimated $19K.
  • Legacy Bridge first reported a position in Bank of Montreal in Q4 2018 and held it in 4 quarters.
  • Legacy Bridge's Bank of Montreal position peaked at $19K in Q3 2019.
  • 447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on Legacy Bridge's 13F filing for Q4 2019, filed 4 Feb 2020.