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Meritage Portfolio Management’s Bank of Montreal BMO Stock Holding History

Meritage Portfolio 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
2018
Q1 		– Sell
-47,725
Closed -$3.82M – 202
2017
Q4 		$3.82M Sell
47,725
-1,013
-2% -$79K 0.37% 116
2017
Q3 		$3.69M Sell
48,738
-1,225
-2% -$91.4K 0.36% 121
2017
Q2 		$3.67M Sell
49,963
-945
-2% -$66.9K 0.38% 129
2017
Q1 		$3.81M Sell
50,908
-2,890
-5% -$218K 0.4% 122
2016
Q4 		$3.87M Buy
+53,798
New +$3.59M 0.42% 122
2015
Q1 		– Sell
-71,563
Closed -$5.06M – 211
2014
Q4 		$5.06M Buy
71,563
+2,635
+4% +$189K 0.54% 77
2014
Q3 		$5.07M Buy
68,928
+1,253
+2% +$94.3K 0.58% 71
2014
Q2 		$4.98M Buy
67,675
+3,970
+6% +$277K 0.54% 81
2014
Q1 		$4.27M Buy
63,705
+1,570
+3% +$102K 0.51% 97
2013
Q4 		$4.14M Sell
62,135
-325
-0.5% -$22.1K 0.51% 100
2013
Q3 		$4.17M Buy
62,460
+2,260
+4% +$142K 0.54% 90
2013
Q2 		$3.49M Buy
+60,200
New +$3.65M 0.5% 101

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meritage Portfolio Management's BMO Position: Q1 2018 in Review

Meritage Portfolio Management sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 47,725 shares — an estimated $3.82M sold.

Meritage Portfolio Management first reported a position in BMO in Q2 2013 and held it in 12 quarters. The position peaked at $5.07M in Q3 2014. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Meritage Portfolio Management reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Meritage Portfolio Management sold 47,725 Bank of Montreal shares in Q1 2018, an estimated $3.82M.
  • Meritage Portfolio Management first reported a position in Bank of Montreal in Q2 2013 and held it in 12 quarters.
  • Meritage Portfolio Management's Bank of Montreal position peaked at $5.07M in Q3 2014.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Meritage Portfolio Management's 13F filing for Q1 2018, filed 26 Apr 2018.