Pittenger & Anderson Inc’s Bank of Montreal BMO Stock Holding History

Pittenger & Anderson Inc’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
2022 Q3	–	Sell	-22,080	Closed	-$2.12M	–	458
2022 Q2	$2.12M	Sell	22,080 -870	-4%	-$92.4K	0.12%	130
2022 Q1	$2.71M	Buy	+22,950	New	+$2.66M	0.13%	129
2016 Q1	–	Sell	-7,500	Closed	-$423K	–	383
2015 Q4	$423K	Hold	7,500	–	–	0.05%	210
2015 Q3	$409K	Sell	7,500 -400	-5%	-$22K	0.05%	216
2015 Q2	$468K	Buy	7,900 +3,500	+80%	+$220K	0.06%	212
2015 Q1	$264K	Sell	4,400 -3,500	-44%	-$217K	0.03%	242
2014 Q4	$559K	Hold	7,900	–	–	0.07%	184
2014 Q3	$582K	Hold	7,900	–	–	0.09%	172
2014 Q2	$581K	Buy	7,900 +1,150	+17%	+$80.2K	0.09%	179
2014 Q1	$452K	Hold	6,750	–	–	0.06%	232
2013 Q4	$450K	Hold	6,750	–	–	0.06%	230
2013 Q3	$451K	Buy	6,750 +750	+13%	+$47K	0.07%	220
2013 Q2	$348K	Buy	+6,000	New	+$364K	0.06%	230

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Pittenger & Anderson Inc's BMO Position: Q3 2022 in Review

Pittenger & Anderson Inc sold out of Bank of Montreal (BMO) in Q3 2022, closing a stake of 22,080 shares — an estimated $2.12M sold.

Pittenger & Anderson Inc first reported a position in BMO in Q2 2013 and held it in 13 quarters. The position peaked at $2.71M in Q1 2022. 457 funds tracked by Wall St. Rank hold BMO as of Q3 2022.

Pittenger & Anderson Inc reported no remaining Bank of Montreal position as of Q3 2022 after selling out during the quarter.
Pittenger & Anderson Inc sold 22,080 Bank of Montreal shares in Q3 2022, an estimated $2.12M.
Pittenger & Anderson Inc first reported a position in Bank of Montreal in Q2 2013 and held it in 13 quarters.
Pittenger & Anderson Inc's Bank of Montreal position peaked at $2.71M in Q1 2022.
457 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2022, filed 15 Nov 2022.