Lipe & Dalton’s Bank of Montreal BMO Stock Holding History

Lipe & Dalton’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 Q3	–	Sell	-500	Closed	-$38K	–	105
2019 Q2	$38K	Buy	+500	New	+$38.2K	0.03%	90
2016 Q4	–	Sell	-5,600	Closed	-$367K	–	75
2016 Q3	$367K	Hold	5,600	–	–	0.25%	57
2016 Q2	$355K	Hold	5,600	–	–	0.25%	59
2016 Q1	$340K	Hold	5,600	–	–	0.27%	49
2015 Q4	$316K	Hold	5,600	–	–	0.26%	50
2015 Q3	$305K	Hold	5,600	–	–	0.25%	54
2015 Q2	$332K	Buy	+5,600	New	+$352K	0.24%	51

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lipe & Dalton's BMO Position: Q3 2019 in Review

Lipe & Dalton sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 500 shares — an estimated $38K sold.

Lipe & Dalton first reported a position in BMO in Q2 2015 and held it in 7 quarters. The position peaked at $367K in Q3 2016. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Lipe & Dalton reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
Lipe & Dalton sold 500 Bank of Montreal shares in Q3 2019, an estimated $38K.
Lipe & Dalton first reported a position in Bank of Montreal in Q2 2015 and held it in 7 quarters.
Lipe & Dalton's Bank of Montreal position peaked at $367K in Q3 2016.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Lipe & Dalton's 13F filing for Q3 2019, filed 7 Nov 2019.