Managed Account Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $28.1M | Sell |
473,440
-17,755
| -4% | -$1.05M | 0.02% | 592 |
|
|
2015
Q1 | $29.5M | Buy |
491,195
+119,827
| +32% | +$7.19M | 0.03% | 565 |
|
|
2014
Q4 | $26.3M | Buy |
+371,368
| New | +$26.3M | 0.03% | 590 |
|
|
2014
Q1 | – | Sell |
-37,143
| Closed | -$2.48M | – | 2607 |
|
|
2013
Q4 | $2.48M | Buy |
37,143
+4,213
| +13% | +$281K | ﹤0.01% | 1626 |
|
|
2013
Q3 | $2.2M | Sell |
32,930
-515
| -2% | -$34.4K | ﹤0.01% | 1615 |
|
|
2013
Q2 | $1.94M | Buy |
+33,445
| New | +$1.94M | ﹤0.01% | 1631 |
|