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

Optimum 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
2018
Q2 		– Sell
-1,000
Closed -$76K – 1060
2018
Q1 		$76K Buy
+1,000
New +$78.7K 0.02% 450

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 $123B AUM 34.51% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's BMO Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 1,000 shares — an estimated $76K sold.

Optimum Investment Advisors first reported a position in BMO in Q1 2018 and held it in 1 quarter. The position peaked at $76K in Q1 2018. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

  • Optimum Investment Advisors reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Bank of Montreal shares in Q2 2018, an estimated $76K.
  • Optimum Investment Advisors first reported a position in Bank of Montreal in Q1 2018 and held it in 1 quarter.
  • Optimum Investment Advisors's Bank of Montreal position peaked at $76K in Q1 2018.
  • 439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.