MC
BMO icon

Miles Capital’s Bank of Montreal BMO Stock Holding History

Miles Capital’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
2017
Q3 		– Sell
-3,200
Closed -$235K – 187
2017
Q2 		$235K Hold
3,200
– – 0.13% 153
2017
Q1 		$239K Hold
3,200
– – 0.13% 147
2016
Q4 		$230K Buy
+3,200
New +$213K 0.14% 133

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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Miles Capital's BMO Position: Q3 2017 in Review

Miles Capital sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 3,200 shares — an estimated $235K sold.

Miles Capital first reported a position in BMO in Q4 2016 and held it in 3 quarters. The position peaked at $239K in Q1 2017. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

  • Miles Capital reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
  • Miles Capital sold 3,200 Bank of Montreal shares in Q3 2017, an estimated $235K.
  • Miles Capital first reported a position in Bank of Montreal in Q4 2016 and held it in 3 quarters.
  • Miles Capital's Bank of Montreal position peaked at $239K in Q1 2017.
  • 395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on Miles Capital's 13F filing for Q3 2017, filed 13 Nov 2017.