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

Lowe 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
2016
Q3 		– Sell
-18
Closed -$1K – 245
2016
Q2 		$1K Buy
+18
New +$1.14K ﹤0.01% 222

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Lowe Wealth Advisors's BMO Position: Q3 2016 in Review

Lowe Wealth Advisors sold out of Bank of Montreal (BMO) in Q3 2016, closing a stake of 18 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in BMO in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 379 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

  • Lowe Wealth Advisors reported no remaining Bank of Montreal position as of Q3 2016 after selling out during the quarter.
  • Lowe Wealth Advisors sold 18 Bank of Montreal shares in Q3 2016, an estimated $1K.
  • Lowe Wealth Advisors first reported a position in Bank of Montreal in Q2 2016 and held it in 1 quarter.
  • Lowe Wealth Advisors's Bank of Montreal position peaked at $1K in Q2 2016.
  • 379 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on Lowe Wealth Advisors's 13F filing for Q3 2016, filed 14 Oct 2016.