People's United Financial’s Bank of Montreal BMO Stock Holding History

People's United Financial’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 Q3	–	Sell	-203	Closed	-$2.57M	–	751
2018 Q2	$2.57M	Buy	+203	New	+$15.6K	0.07%	260
2017 Q3	–	Sell	-277	Closed	-$20K	–	572
2017 Q2	$20K	Hold	277	–	–	﹤0.01%	834
2017 Q1	$21K	Sell	277 -53	-16%	-$4K	﹤0.01%	816
2016 Q4	$24K	Hold	330	–	–	﹤0.01%	772
2016 Q3	$22K	Hold	330	–	–	﹤0.01%	657
2016 Q2	$21K	Hold	330	–	–	﹤0.01%	662
2016 Q1	$20K	Hold	330	–	–	﹤0.01%	654
2015 Q4	$19K	Hold	330	–	–	﹤0.01%	663
2015 Q3	$18K	Hold	330	–	–	﹤0.01%	656
2015 Q2	$20K	Hold	330	–	–	﹤0.01%	642
2015 Q1	$20K	Hold	330	–	–	﹤0.01%	631
2014 Q4	$23K	Hold	330	–	–	﹤0.01%	625
2014 Q3	$24K	Hold	330	–	–	﹤0.01%	620
2014 Q2	$24K	Hold	330	–	–	﹤0.01%	626
2014 Q1	$22K	Hold	330	–	–	﹤0.01%	605
2013 Q4	$22K	Hold	330	–	–	﹤0.01%	600
2013 Q3	$22K	Buy	330 +170	+106%	+$10.7K	﹤0.01%	596
2013 Q2	$9K	Buy	+160	New	+$9.69K	﹤0.01%	642

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Norges Bank Oslo, Norway $1T AUM

People's United Financial's BMO Position: Q3 2018 in Review

People's United Financial sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 203 shares — an estimated $2.57M sold.

People's United Financial first reported a position in BMO in Q2 2013 and held it in 18 quarters. The position peaked at $2.57M in Q2 2018. 452 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

People's United Financial reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
People's United Financial sold 203 Bank of Montreal shares in Q3 2018, an estimated $2.57M.
People's United Financial first reported a position in Bank of Montreal in Q2 2013 and held it in 18 quarters.
People's United Financial's Bank of Montreal position peaked at $2.57M in Q2 2018.
452 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on People's United Financial's 13F filing for Q3 2018, filed 13 Nov 2018.