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MBE Wealth Management’s Bank of Montreal BMO Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-551
Closed -$27K – 99
2020
Q1 		$27K Buy
+551
New +$37.4K 0.03% 176

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

MBE Wealth Management's BMO Position: Q2 2020 in Review

MBE Wealth Management sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 551 shares — an estimated $27K sold.

MBE Wealth Management first reported a position in BMO in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • MBE Wealth Management reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 551 Bank of Montreal shares in Q2 2020, an estimated $27K.
  • MBE Wealth Management first reported a position in Bank of Montreal in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Bank of Montreal position peaked at $27K in Q1 2020.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.