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Omnia Family Wealth’s Bank of Montreal BMO Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-61
Closed -$5K – 150
2019
Q1 		$5K Hold
61
– – ﹤0.01% 304
2018
Q4 		$4K Hold
61
– – ﹤0.01% 298
2018
Q3 		$5K Hold
61
– – ﹤0.01% 301
2018
Q2 		$5K Hold
61
– – ﹤0.01% 304
2018
Q1 		$5K Hold
61
– – ﹤0.01% 303
2017
Q4 		$5K Hold
61
– – ﹤0.01% 327
2017
Q3 		$5K Hold
61
– – ﹤0.01% 332
2017
Q2 		$4K Hold
61
– – ﹤0.01% 441
2017
Q1 		$5K Hold
61
– – ﹤0.01% 364
2016
Q4 		$4K Buy
+61
New +$4.07K ﹤0.01% 418

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Omnia Family Wealth's BMO Position: Q2 2019 in Review

Omnia Family Wealth sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 61 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in BMO in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Omnia Family Wealth reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 61 Bank of Montreal shares in Q2 2019, an estimated $5K.
  • Omnia Family Wealth first reported a position in Bank of Montreal in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Bank of Montreal position peaked at $5K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.