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MU Investments Company’s Bank of Montreal BMO Stock Holding History

MU Investments Company’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
Q4 		– Sell
-350
Closed -$26K – 164
2017
Q3 		$26K Sell
350
-150
-30% -$11.2K 0.02% 137
2017
Q2 		$37K Sell
500
-150
-23% -$10.6K 0.03% 131
2017
Q1 		$49K Sell
650
-100
-13% -$7.55K 0.03% 124
2016
Q4 		$54K Sell
750
-180
-19% -$12K 0.04% 126
2016
Q3 		$61K Sell
930
-1,000
-52% -$65K 0.04% 154
2016
Q2 		$123K Sell
1,930
-1,700
-47% -$108K 0.08% 142
2016
Q1 		$221K Hold
3,630
– – 0.14% 123
2015
Q4 		$207K Sell
3,630
-470
-11% -$27K 0.12% 146
2015
Q3 		$216K Hold
4,100
– – 0.12% 166
2015
Q2 		$245K Sell
4,100
-330
-7% -$20.7K 0.12% 177
2015
Q1 		$262K Sell
4,430
-350
-7% -$21.7K 0.12% 162
2014
Q4 		$336K Hold
4,780
– – 0.15% 134
2014
Q3 		$352K Sell
4,780
-910
-16% -$68.5K 0.17% 104
2014
Q2 		$419K Sell
5,690
-500
-8% -$34.9K 0.19% 100
2014
Q1 		$412K Sell
6,190
-1,430
-19% -$92.9K 0.19% 112
2013
Q4 		$500K Buy
7,620
+90
+1% +$6.13K 0.22% 107
2013
Q3 		$501K Sell
7,530
-3,300
-30% -$207K 0.24% 89
2013
Q2 		$629K Buy
+10,830
New +$656K 0.27% 98

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

MU Investments Company's BMO Position: Q4 2017 in Review

MU Investments Company sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 350 shares — an estimated $26K sold.

MU Investments Company first reported a position in BMO in Q2 2013 and held it in 18 quarters. The position peaked at $629K in Q2 2013. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

  • MU Investments Company reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
  • MU Investments Company sold 350 Bank of Montreal shares in Q4 2017, an estimated $26K.
  • MU Investments Company first reported a position in Bank of Montreal in Q2 2013 and held it in 18 quarters.
  • MU Investments Company's Bank of Montreal position peaked at $629K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on MU Investments Company's 13F filing for Q4 2017, filed 17 Jan 2018.