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OppenheimerFunds’s Bank of Montreal BMO Stock Holding History

OppenheimerFunds’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
Q2 		– Sell
-34,380
Closed -$2.57M – 1865
2017
Q1 		$2.57M Buy
34,380
+4,390
+15% +$332K ﹤0.01% 898
2016
Q4 		$2.16M Sell
29,990
-22
-0.1% -$1.47K ﹤0.01% 911
2016
Q3 		$1.97M Buy
30,012
+39
+0.1% +$2.54K ﹤0.01% 887
2016
Q2 		$1.9M Sell
29,973
-2,648
-8% -$168K ﹤0.01% 884
2016
Q1 		$1.98M Sell
32,621
-1,020
-3% -$55.9K ﹤0.01% 885
2015
Q4 		$1.9M Buy
33,641
+1,161
+4% +$66.8K ﹤0.01% 913
2015
Q3 		$1.77M Hold
32,480
– – ﹤0.01% 865
2015
Q2 		$1.93M Buy
32,480
+710
+2% +$44.6K ﹤0.01% 877
2015
Q1 		$1.91M Buy
31,770
+9,180
+41% +$569K ﹤0.01% 862
2014
Q4 		$1.6M Buy
22,590
+1,610
+8% +$115K ﹤0.01% 871
2014
Q3 		$1.54M Buy
20,980
+4,390
+26% +$330K ﹤0.01% 863
2014
Q2 		$1.22M Buy
16,590
+1,570
+10% +$109K ﹤0.01% 875
2014
Q1 		$1.01M Hold
15,020
– – ﹤0.01% 879
2013
Q4 		$1M Buy
+15,020
New +$1.02M ﹤0.01% 879

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OppenheimerFunds's BMO Position: Q2 2017 in Review

OppenheimerFunds sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 34,380 shares — an estimated $2.57M sold.

OppenheimerFunds first reported a position in BMO in Q4 2013 and held it in 14 quarters. The position peaked at $2.57M in Q1 2017. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • OppenheimerFunds reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • OppenheimerFunds sold 34,380 Bank of Montreal shares in Q2 2017, an estimated $2.57M.
  • OppenheimerFunds first reported a position in Bank of Montreal in Q4 2013 and held it in 14 quarters.
  • OppenheimerFunds's Bank of Montreal position peaked at $2.57M in Q1 2017.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on OppenheimerFunds's 13F filing for Q2 2017, filed 14 Aug 2017.