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Poehling Capital Management’s Bank of Montreal BMO Stock Holding History

Poehling Capital Management’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
-2
Closed – – 121
2018
Q2 		$0 Buy
+2
New +$154 ﹤0.01% 300
2018
Q1 		– Sell
-128
Closed -$10K – 311
2017
Q4 		$10K Buy
+128
New +$9.98K 0.01% 220

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Poehling Capital Management's BMO Position: Q3 2018 in Review

Poehling Capital Management sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 2 shares.

Poehling Capital Management first reported a position in BMO in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 453 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

  • Poehling Capital Management reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 2 Bank of Montreal shares in Q3 2018.
  • Poehling Capital Management first reported a position in Bank of Montreal in Q4 2017 and held it in 2 quarters.
  • Poehling Capital Management's Bank of Montreal position peaked at $10K in Q4 2017.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.