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Moloney Securities Asset Management’s Bank of Montreal BMO Stock Holding History

Moloney Securities Asset 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
Q1 		– Sell
-15,321
Closed -$1.19M – 288
2019
Q4 		$1.19M Buy
15,321
+1,701
+12% +$128K 0.37% 82
2019
Q3 		$1M Sell
13,620
-19
-0.1% -$1.38K 0.34% 93
2019
Q2 		$1.03M Buy
13,639
+406
+3% +$31.1K 0.34% 85
2019
Q1 		$990K Buy
13,233
+1,568
+13% +$116K 0.34% 91
2018
Q4 		$762K Buy
11,665
+734
+7% +$54.4K 0.31% 101
2018
Q3 		$902K Sell
10,931
-174
-2% -$14K 0.31% 96
2018
Q2 		$858K Sell
11,105
-144
-1% -$11.1K 0.33% 96
2018
Q1 		$850K Sell
11,249
-1,007
-8% -$79.2K 0.34% 95
2017
Q4 		$981K Buy
12,256
+492
+4% +$38.4K 0.41% 78
2017
Q3 		$891K Sell
11,764
-196
-2% -$14.6K 0.4% 76
2017
Q2 		$878K Sell
11,960
-196
-2% -$13.9K 0.44% 66
2017
Q1 		$909K Sell
12,156
-188
-2% -$14.2K 0.47% 63
2016
Q4 		$888K Buy
+12,344
New +$823K 0.54% 46

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Moloney Securities Asset Management's BMO Position: Q1 2020 in Review

Moloney Securities Asset Management sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 15,321 shares — an estimated $1.19M sold.

Moloney Securities Asset Management first reported a position in BMO in Q4 2016 and held it in 13 quarters. The position peaked at $1.19M in Q4 2019. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Moloney Securities Asset Management reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Moloney Securities Asset Management sold 15,321 Bank of Montreal shares in Q1 2020, an estimated $1.19M.
  • Moloney Securities Asset Management first reported a position in Bank of Montreal in Q4 2016 and held it in 13 quarters.
  • Moloney Securities Asset Management's Bank of Montreal position peaked at $1.19M in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Moloney Securities Asset Management's 13F filing for Q1 2020, filed 8 May 2020.