Patriot Financial Group Insurance Agency’s Bank of Montreal BMO Stock Holding History

Patriot Financial Group Insurance Agency’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	-1,500	Closed	-$112K	–	620
2018 Q1	$112K	Buy	1,500 +100	+7%	+$7.87K	0.08%	195
2017 Q4	$113K	Sell	1,400 -350	-20%	-$27.3K	0.08%	189
2017 Q3	$134K	Sell	1,750 -100	-5%	-$7.46K	0.12%	143
2017 Q2	$138K	Hold	1,850	–	–	0.14%	130
2017 Q1	$137K	Hold	1,850	–	–	0.14%	119
2016 Q4	$137K	Buy	+1,850	New	+$123K	0.19%	111

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BMO Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 1,500 shares — an estimated $112K sold.

Patriot Financial Group Insurance Agency first reported a position in BMO in Q4 2016 and held it in 6 quarters. The position peaked at $138K in Q2 2017. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,500 Bank of Montreal shares in Q2 2018, an estimated $112K.
Patriot Financial Group Insurance Agency first reported a position in Bank of Montreal in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Bank of Montreal position peaked at $138K in Q2 2017.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.