LifePlan Financial Group’s Bank of Montreal BMO Stock Holding History

LifePlan Financial Group’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 Q3	$94K	Hold	1,613	–	–	0.04%	186
2020 Q2	$86K	Hold	1,613	–	–	0.04%	193
2020 Q1	$81K	Hold	1,613	–	–	0.04%	182
2019 Q4	$125K	Hold	1,613	–	–	0.06%	166
2019 Q3	$119K	Hold	1,613	–	–	0.06%	164
2019 Q2	$122K	Hold	1,613	–	–	0.06%	161
2019 Q1	$121K	Hold	1,613	–	–	0.06%	168
2018 Q4	$105K	Sell	1,613 -1,400	-46%	-$104K	0.07%	170
2018 Q3	$249K	Hold	3,013	–	–	0.13%	109
2018 Q2	$233K	Hold	3,013	–	–	0.13%	110
2018 Q1	$228K	Hold	3,013	–	–	0.13%	104
2017 Q4	$228K	Hold	3,013	–	–	0.15%	102
2017 Q3	$228K	Sell	3,013 -475	-14%	-$35.4K	0.15%	102
2017 Q2	$256K	Hold	3,488	–	–	0.18%	96
2017 Q1	$261K	Hold	3,488	–	–	0.18%	95
2016 Q4	$251K	Hold	3,488	–	–	0.18%	102
2016 Q3	$229K	Buy	3,488 +61	+2%	+$3.96K	0.16%	102
2016 Q2	$217K	Buy	+3,427	New	+$217K	0.15%	95
2015 Q3	–	Sell	-4,412	Closed	-$262K	–	89
2015 Q2	$262K	Buy	4,412 +388	+10%	+$24.4K	0.18%	80
2015 Q1	$241K	Sell	4,024 -1,414	-26%	-$87.7K	0.16%	68
2014 Q4	$385K	Buy	5,438 +1,728	+47%	+$124K	0.26%	47
2014 Q3	$273K	Hold	3,710	–	–	0.23%	54
2014 Q2	$273K	Hold	3,710	–	–	0.19%	51
2014 Q1	$249K	Buy	3,710 +475	+15%	+$30.9K	0.2%	51
2013 Q4	$216K	Buy	3,235 +500	+18%	+$34K	0.15%	54
2013 Q3	$183K	Buy	2,735 +2,606	+2,020%	+$163K	0.15%	49
2013 Q2	$7K	Buy	+129	New	+$7.82K	0.01%	127

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's BMO Position: Q3 2020 in Review

LifePlan Financial Group held its Bank of Montreal (BMO) position steady in Q3 2020 at 1,613 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #186.

LifePlan Financial Group first reported a position in BMO in Q2 2013 and has held it in 27 quarters since. The position peaked at $385K in Q4 2014. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

LifePlan Financial Group held 1,613 shares of Bank of Montreal worth $94K as of Q3 2020.
LifePlan Financial Group left its Bank of Montreal share count unchanged in Q3 2020.
Bank of Montreal made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #186 holding.
LifePlan Financial Group first reported a position in Bank of Montreal in Q2 2013 and has held it in 27 quarters since.
LifePlan Financial Group's Bank of Montreal position peaked at $385K in Q4 2014.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.