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	0.03%	165
2017 Q1	$294K	Buy	3,933 +400	+11%	+$30.2K	0.06%	144
2016 Q4	$254K	Buy	3,533 +100	+3%	+$6.67K	0.02%	147
2016 Q3	$225K	Hold	3,433	–	–	0.04%	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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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 $66.2B AUM 46.3% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pekin Hardy Strauss's BMO Position: Q4 2017 in Review

Pekin Hardy Strauss sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 2,933 shares — an estimated $222K sold.

Pekin Hardy Strauss first reported a position in BMO in Q1 2014 and held it in 7 quarters. The position peaked at $294K in Q1 2017. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

Pekin Hardy Strauss reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
Pekin Hardy Strauss sold 2,933 Bank of Montreal shares in Q4 2017, an estimated $222K.
Pekin Hardy Strauss first reported a position in Bank of Montreal in Q1 2014 and held it in 7 quarters.
Pekin Hardy Strauss's Bank of Montreal position peaked at $294K in Q1 2017.
429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on Pekin Hardy Strauss's 13F filing for Q4 2017, filed 2 Feb 2018.