PNAA
BMO icon

Pictet North America Advisors’s Bank of Montreal BMO Stock Holding History

Pictet North America 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
2019
Q4 		– Sell
-68,907
Closed -$5.08M – 160
2019
Q3 		$5.08M Sell
68,907
-782
-1% -$57K 0.69% 30
2019
Q2 		$5.28M Sell
69,689
-4,772
-6% -$365K 0.77% 29
2019
Q1 		$5.57M Sell
74,461
-48,319
-39% -$3.57M 0.83% 30
2018
Q4 		$8.02M Sell
122,780
-13,841
-10% -$1.03M 0.73% 27
2018
Q3 		$11.3M Buy
136,621
+1,078
+0.8% +$86.7K 1.49% 23
2018
Q2 		$10.5M Buy
135,543
+14,493
+12% +$1.12M 1.56% 22
2018
Q1 		$9.14M Buy
121,050
+7,750
+7% +$610K 1.38% 28
2017
Q4 		$9.1M Buy
113,300
+4,804
+4% +$375K 1.4% 26
2017
Q3 		$8.19M Sell
108,496
-6,921
-6% -$516K 1.3% 25
2017
Q2 		$8.46M Buy
115,417
+495
+0.4% +$35K 1.41% 23
2017
Q1 		$8.56M Buy
114,922
+12,785
+13% +$966K 1.43% 24
2016
Q4 		$7.36M Buy
+102,137
New +$6.81M 1.62% 20

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Pictet North America Advisors's BMO Position: Q4 2019 in Review

Pictet North America Advisors sold out of Bank of Montreal (BMO) in Q4 2019, closing a stake of 68,907 shares — an estimated $5.08M sold.

Pictet North America Advisors first reported a position in BMO in Q4 2016 and held it in 12 quarters. The position peaked at $11.3M in Q3 2018. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

  • Pictet North America Advisors reported no remaining Bank of Montreal position as of Q4 2019 after selling out during the quarter.
  • Pictet North America Advisors sold 68,907 Bank of Montreal shares in Q4 2019, an estimated $5.08M.
  • Pictet North America Advisors first reported a position in Bank of Montreal in Q4 2016 and held it in 12 quarters.
  • Pictet North America Advisors's Bank of Montreal position peaked at $11.3M in Q3 2018.
  • 447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on Pictet North America Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.