Lenox Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Lenox Wealth Advisors’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
2021 Q1	–	Sell	-35	Closed	-$3K	–	685
2020 Q4	$3K	Hold	35	–	–	﹤0.01%	548
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	502
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	505
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	563
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	533
2019 Q3	$3K	Hold	35	–	–	﹤0.01%	441
2019 Q2	$3K	Hold	35	–	–	﹤0.01%	346
2019 Q1	$3K	Hold	35	–	–	﹤0.01%	440
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	335
2018 Q3	$3K	Sell	35 -368	-91%	-$29.6K	﹤0.01%	330
2018 Q2	$31K	Sell	403 -1,212	-75%	-$93.3K	0.01%	186
2018 Q1	$122K	Buy	1,615 +1,227	+316%	+$96.5K	0.03%	91
2017 Q4	$31K	Buy	+388	New	+$30.3K	0.01%	117
2017 Q3	–	Sell	-200	Closed	-$15K	–	242
2017 Q2	$15K	Hold	200	–	–	﹤0.01%	82
2017 Q1	$15K	Hold	200	–	–	﹤0.01%	71
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	91
2016 Q3	$13K	Hold	200	–	–	﹤0.01%	163
2016 Q2	$13K	Hold	200	–	–	﹤0.01%	156
2016 Q1	$12K	Hold	200	–	–	﹤0.01%	158
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	174
2015 Q3	$11K	Buy	+200	New	+$11K	﹤0.01%	172

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Advisors's BMO Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2021, closing a stake of 35 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in BMO in Q3 2015 and held it in 21 quarters. The position peaked at $122K in Q1 2018. 406 funds tracked by Wall St. Rank hold BMO as of Q1 2021.

Lenox Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 35 Bank of Montreal shares in Q1 2021, an estimated $3K.
Lenox Wealth Advisors first reported a position in Bank of Montreal in Q3 2015 and held it in 21 quarters.
Lenox Wealth Advisors's Bank of Montreal position peaked at $122K in Q1 2018.
406 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.