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National Planning Corporation’s Bank of Montreal BMO Stock Holding History

National Planning Corporation’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
-3,835
Closed -$283K – 711
2017
Q2 		$283K Sell
3,835
-823
-18% -$58.3K 0.02% 573
2017
Q1 		$347K Sell
4,658
-345
-7% -$26.1K 0.03% 474
2016
Q4 		$378K Sell
5,003
-159
-3% -$10.6K 0.03% 439
2016
Q3 		$328K Buy
5,162
+1,082
+27% +$70.3K 0.03% 461
2016
Q2 		$257K Buy
4,080
+83
+2% +$5.26K 0.02% 535
2016
Q1 		$249K Sell
3,997
-1,076
-21% -$58.9K 0.02% 517
2015
Q4 		$271K Buy
5,073
+454
+10% +$26.1K 0.02% 547
2015
Q3 		$267K Sell
4,619
-826
-15% -$45.4K 0.02% 488
2015
Q2 		$305K Sell
5,445
-410
-7% -$25.7K 0.03% 473
2015
Q1 		$379K Buy
5,855
+296
+5% +$18.4K 0.03% 426
2014
Q4 		$374K Buy
5,559
+859
+18% +$61.5K 0.03% 484
2014
Q3 		$342K Sell
4,700
-921
-16% -$69.3K 0.03% 520
2014
Q2 		$414K Sell
5,621
-141
-2% -$9.83K 0.03% 466
2014
Q1 		$387K Buy
5,762
+1,787
+45% +$116K 0.03% 455
2013
Q4 		$265K Buy
3,975
+424
+12% +$28.9K 0.02% 551
2013
Q3 		$239K Buy
3,551
+65
+2% +$4.08K 0.02% 543
2013
Q2 		$204K Buy
+3,486
New +$211K 0.03% 478

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 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 $61.3B AUM 39.33% 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 $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

National Planning Corporation's BMO Position: Q3 2017 in Review

National Planning Corporation sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 3,835 shares — an estimated $283K sold.

National Planning Corporation first reported a position in BMO in Q2 2013 and held it in 17 quarters. The position peaked at $414K in Q2 2014. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

  • National Planning Corporation reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 3,835 Bank of Montreal shares in Q3 2017, an estimated $283K.
  • National Planning Corporation first reported a position in Bank of Montreal in Q2 2013 and held it in 17 quarters.
  • National Planning Corporation's Bank of Montreal position peaked at $414K in Q2 2014.
  • 395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.