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

Prelude 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
2021
Q2 		– Sell
-50,000
Closed -$4.46M – 1656
2021
Q1 		$4.46M Buy
+50,000
New +$4.08M 0.11% 120
2020
Q4 		– Sell
-1,800
Closed -$105K – 1326
2020
Q3 		$105K Hold
1,800
– – 0.01% 889
2020
Q2 		$95K Buy
+1,800
New +$91.8K 0.01% 972

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prelude Capital Management's BMO Position: Q4 2015 in Review

Prelude Capital Management sold out of Bank of Montreal (BMO) in Q4 2015, closing a stake of 940 shares — an estimated $51K sold.

Prelude Capital Management first reported a position in BMO in Q4 2013 and held it in 5 quarters. The position peaked at $149K in Q1 2015. 361 funds tracked by Wall St. Rank hold BMO as of Q4 2015.

  • Prelude Capital Management reported no remaining Bank of Montreal position as of Q4 2015 after selling out during the quarter.
  • Prelude Capital Management sold 940 Bank of Montreal shares in Q4 2015, an estimated $51K.
  • Prelude Capital Management first reported a position in Bank of Montreal in Q4 2013 and held it in 5 quarters.
  • Prelude Capital Management's Bank of Montreal position peaked at $149K in Q1 2015.
  • 361 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2015.

Based on Prelude Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.