Pekin Hardy Strauss’s Bank of Montreal BMO Stock Holding History

Pekin Hardy Strauss’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 Q4	–	Sell	-2,933	Closed	-$222K	–	193
2017 Q3	$222K	Hold	2,933	–	–	0.04%	164
2017 Q2	$215K	Sell	2,933 -1,000	-25%	-$70.8K	0.04%	165
2017 Q1	$294K	Buy	3,933 +400	+11%	+$30.2K	0.06%	144
2016 Q4	$254K	Buy	3,533 +100	+3%	+$6.67K	0.06%	147
2016 Q3	$225K	Hold	3,433	–	–	0.05%	144
2016 Q2	$218K	Buy	+3,433	New	+$218K	0.05%	146
2014 Q2	–	Sell	-3,433	Closed	-$230K	–	143
2014 Q1	$230K	Buy	+3,433	New	+$223K	0.04%	117

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $245B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B 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 $57.1B AUM 35.3% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return