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

Lenox Wealth Management’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
2020
Q2 		$1K Sell
36
-39
-52% -$1.99K ﹤0.01% 682
2020
Q1 		$3K Buy
75
+44
+142% +$2.98K ﹤0.01% 542
2019
Q4 		$2K Buy
+31
New +$2.33K ﹤0.01% 637

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Lenox Wealth Management's BMO Position: Q2 2020 in Review

Lenox Wealth Management reduced its Bank of Montreal (BMO) stake by 52% in Q2 2020, selling an estimated $1.99K and leaving 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Lenox Wealth Management first reported a position in BMO in Q4 2019 and has held it in 3 quarters since. The position peaked at $3K in Q1 2020. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • Lenox Wealth Management held 36 shares of Bank of Montreal worth $1K as of Q2 2020.
  • Lenox Wealth Management sold 39 Bank of Montreal shares in Q2 2020, an estimated $1.99K.
  • Bank of Montreal made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #682 holding.
  • Lenox Wealth Management first reported a position in Bank of Montreal in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's Bank of Montreal position peaked at $3K in Q1 2020.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.