MC
BMO icon

Moors & Cabot’s Bank of Montreal BMO Stock Holding History

Moors & Cabot’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
-2,741
Closed -$220K – 583
2017
Q4 		$220K Sell
2,741
-218
-7% -$17K 0.03% 493
2017
Q3 		$224K Sell
2,959
-106
-3% -$7.91K 0.03% 464
2017
Q2 		$225K Buy
3,065
+202
+7% +$14.3K 0.04% 442
2017
Q1 		$215K Sell
2,863
-42
-1% -$3.17K 0.04% 447
2016
Q4 		$208K Sell
2,905
-9,750
-77% -$650K 0.03% 471
2016
Q3 		$836K Buy
12,655
+407
+3% +$26.5K 0.14% 179
2016
Q2 		$776K Buy
12,248
+1
+0% +$63 0.14% 184
2016
Q1 		$738K Sell
12,247
-298
-2% -$16.3K 0.13% 196
2015
Q4 		$706K Sell
12,545
-1,580
-11% -$90.9K 0.13% 201
2015
Q3 		$765K Buy
14,125
+1,284
+10% +$70.5K 0.14% 183
2015
Q2 		$766K Buy
12,841
+1,583
+14% +$99.4K 0.12% 196
2015
Q1 		$675K Buy
11,258
+8,100
+256% +$502K 0.11% 216
2014
Q4 		$223K Buy
+3,158
New +$226K 0.04% 429

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

Moors & Cabot's BMO Position: Q1 2018 in Review

Moors & Cabot sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 2,741 shares — an estimated $220K sold.

Moors & Cabot first reported a position in BMO in Q4 2014 and held it in 13 quarters. The position peaked at $836K in Q3 2016. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Moors & Cabot reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Moors & Cabot sold 2,741 Bank of Montreal shares in Q1 2018, an estimated $220K.
  • Moors & Cabot first reported a position in Bank of Montreal in Q4 2014 and held it in 13 quarters.
  • Moors & Cabot's Bank of Montreal position peaked at $836K in Q3 2016.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Moors & Cabot's 13F filing for Q1 2018, filed 18 May 2018.