Plante Moran Financial Advisors’s Bank of Montreal BMO Stock Holding History

Plante Moran Financial 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
2018 Q2	–	Sell	-588	Closed	-$44K	–	825
2018 Q1	$44K	Sell	588 -122	-17%	-$9.6K	0.02%	366
2017 Q4	$57K	Buy	710 +150	+27%	+$11.7K	0.03%	312
2017 Q3	$42K	Sell	560 -140	-20%	-$10.4K	0.03%	341
2017 Q2	$51K	Buy	700 +432	+161%	+$30.6K	0.03%	310
2017 Q1	$20K	Buy	268 +111	+71%	+$8.38K	0.01%	481
2016 Q4	$11K	Buy	+157	New	+$10.5K	0.01%	568
2013 Q3	–	Sell	-65	Closed	-$4K	–	636
2013 Q2	$4K	Buy	+65	New	+$3.94K	﹤0.01%	457

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Plante Moran Financial Advisors's BMO Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 588 shares — an estimated $44K sold.

Plante Moran Financial Advisors first reported a position in BMO in Q2 2013 and held it in 7 quarters. The position peaked at $57K in Q4 2017. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 588 Bank of Montreal shares in Q2 2018, an estimated $44K.
Plante Moran Financial Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 7 quarters.
Plante Moran Financial Advisors's Bank of Montreal position peaked at $57K in Q4 2017.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.