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Lourd Capital’s Bank of Montreal BMO Stock Holding History

Lourd Capital’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
2018
Q1 		– Sell
-3,020
Closed -$242K – 142
2017
Q4 		$242K Buy
+3,020
New +$235K 0.02% 292

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lourd Capital's BMO Position: Q1 2018 in Review

Lourd Capital sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 3,020 shares — an estimated $242K sold.

Lourd Capital first reported a position in BMO in Q4 2017 and held it in 1 quarter. The position peaked at $242K in Q4 2017. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Lourd Capital reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Lourd Capital sold 3,020 Bank of Montreal shares in Q1 2018, an estimated $242K.
  • Lourd Capital first reported a position in Bank of Montreal in Q4 2017 and held it in 1 quarter.
  • Lourd Capital's Bank of Montreal position peaked at $242K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.