Nikko Asset Management Americas’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,700
| Closed | -$129K | – | 284 |
|
|
2017
Q3 | $129K | Sell |
1,700
-1,100
| -39% | -$83.5K | 0.01% | 241 |
|
|
2017
Q2 | $206K | Buy |
+2,800
| New | +$206K | 0.01% | 227 |
|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$230K | – | 307 |
|
|
2016
Q4 | $230K | Hold |
3,200
| – | – | 0.02% | 237 |
|
|
2016
Q3 | $210K | Hold |
3,200
| – | – | 0.02% | 231 |
|
|
2016
Q2 | $263K | Hold |
3,200
| – | – | 0.03% | 213 |
|
|
2016
Q1 | $253K | Buy |
+3,200
| New | +$253K | 0.03% | 207 |
|
|
2015
Q2 | – | Sell |
-1,300
| Closed | -$98K | – | 195 |
|
|
2015
Q1 | $98K | Hold |
1,300
| – | – | 0.01% | 200 |
|
|
2014
Q4 | $107K | Buy |
+1,300
| New | +$107K | 0.01% | 200 |
|
|
2014
Q1 | – | Sell |
-3,000
| Closed | -$212K | – | 177 |
|
|
2013
Q4 | $212K | Buy |
+3,000
| New | +$212K | 0.01% | 169 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$43K | – | 135 |
|
|
2013
Q2 | $43K | Buy |
+700
| New | +$43K | ﹤0.01% | 148 |
|