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Marino Stram & Associates’s Bank of Montreal BMO Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-348
Closed -$26K – 139
2019
Q1 		$26K Buy
348
+2
+0.6% +$148 0.02% 215
2018
Q4 		$23K Buy
346
+2
+0.6% +$148 0.02% 199
2018
Q3 		$28K Buy
344
+2
+0.6% +$161 0.02% 211
2018
Q2 		$26K Buy
342
+2
+0.6% +$154 0.02% 215
2018
Q1 		$26K Buy
340
+2
+0.6% +$157 0.02% 220
2017
Q4 		$27K Buy
+338
New +$26.4K 0.02% 217

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Marino Stram & Associates's BMO Position: Q2 2019 in Review

Marino Stram & Associates sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 348 shares — an estimated $26K sold.

Marino Stram & Associates first reported a position in BMO in Q4 2017 and held it in 6 quarters. The position peaked at $28K in Q3 2018. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Marino Stram & Associates reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 348 Bank of Montreal shares in Q2 2019, an estimated $26K.
  • Marino Stram & Associates first reported a position in Bank of Montreal in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Bank of Montreal position peaked at $28K in Q3 2018.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.