Midwest Professional Planners Ltd (MPPL)’s Bank of Montreal BMO Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 Q3	–	Sell	-2,746	Closed	-$207K	–	93
2019 Q2	$207K	Sell	2,746 -53	-2%	-$4.05K	0.19%	86
2019 Q1	$209K	Buy	+2,799	New	+$207K	0.2%	86
2018 Q3	–	Sell	-8,216	Closed	-$635K	–	114
2018 Q2	$635K	Sell	8,216 -60	-0.7%	-$4.62K	0.57%	36
2018 Q1	$625K	Buy	8,276 +288	+4%	+$22.7K	0.56%	41
2017 Q4	$639K	Buy	+7,988	New	+$623K	0.58%	41

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s BMO Position: Q3 2019 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 2,746 shares — an estimated $207K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in BMO in Q4 2017 and held it in 5 quarters. The position peaked at $639K in Q4 2017. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Midwest Professional Planners Ltd (MPPL) reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 2,746 Bank of Montreal shares in Q3 2019, an estimated $207K.
Midwest Professional Planners Ltd (MPPL) first reported a position in Bank of Montreal in Q4 2017 and held it in 5 quarters.
Midwest Professional Planners Ltd (MPPL)'s Bank of Montreal position peaked at $639K in Q4 2017.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2019, filed 14 Nov 2019.