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Northstar Investment Advisors’s Bank of Montreal BMO Stock Holding History

Northstar Investment Advisors’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
2016
Q2 		– Sell
-99,567
Closed -$6.04M – 109
2016
Q1 		$6.04M Buy
99,567
+16,299
+20% +$893K 1.47% 37
2015
Q4 		$4.7M Buy
83,268
+3,502
+4% +$201K 1.21% 42
2015
Q3 		$4.35M Buy
79,766
+4,904
+7% +$269K 1.19% 47
2015
Q2 		$4.44M Buy
74,862
+5,011
+7% +$315K 1.15% 52
2015
Q1 		$4.19M Buy
69,851
+6,620
+10% +$411K 1.07% 53
2014
Q4 		$4.47M Buy
63,231
+1,680
+3% +$120K 1.12% 52
2014
Q3 		$4.53M Buy
61,551
+1,823
+3% +$137K 1.18% 49
2014
Q2 		$4.39M Sell
59,728
-657
-1% -$45.8K 1.13% 51
2014
Q1 		$4.05M Buy
60,385
+4,705
+8% +$306K 1.08% 53
2013
Q4 		$3.71M Buy
55,680
+1,807
+3% +$123K 1.02% 52
2013
Q3 		$3.6M Buy
53,873
+2,967
+6% +$186K 1.08% 51
2013
Q2 		$2.95M Buy
+50,906
New +$3.08M 0.92% 55

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Northstar Investment Advisors's BMO Position: Q2 2016 in Review

Northstar Investment Advisors sold out of Bank of Montreal (BMO) in Q2 2016, closing a stake of 99,567 shares — an estimated $6.04M sold.

Northstar Investment Advisors first reported a position in BMO in Q2 2013 and held it in 12 quarters. The position peaked at $6.04M in Q1 2016. 380 funds tracked by Wall St. Rank hold BMO as of Q2 2016.

  • Northstar Investment Advisors reported no remaining Bank of Montreal position as of Q2 2016 after selling out during the quarter.
  • Northstar Investment Advisors sold 99,567 Bank of Montreal shares in Q2 2016, an estimated $6.04M.
  • Northstar Investment Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 12 quarters.
  • Northstar Investment Advisors's Bank of Montreal position peaked at $6.04M in Q1 2016.
  • 380 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2016.

Based on Northstar Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.