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Lucia Wealth Services’s Bank of Montreal BMO Stock Holding History

Lucia Wealth Services’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
Q4 		– Sell
-685
Closed -$57K – 177
2018
Q3 		$57K Buy
685
+183
+36% +$14.7K 0.02% 186
2018
Q2 		$39K Buy
502
+325
+184% +$25K 0.02% 174
2018
Q1 		$13K Buy
+177
New +$13.9K ﹤0.01% 181

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lucia Wealth Services's BMO Position: Q4 2018 in Review

Lucia Wealth Services sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 685 shares — an estimated $57K sold.

Lucia Wealth Services first reported a position in BMO in Q1 2018 and held it in 3 quarters. The position peaked at $57K in Q3 2018. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • Lucia Wealth Services reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 685 Bank of Montreal shares in Q4 2018, an estimated $57K.
  • Lucia Wealth Services first reported a position in Bank of Montreal in Q1 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Bank of Montreal position peaked at $57K in Q3 2018.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.