Price Wealth’s Bank of Montreal BMO Stock Holding History

Price Wealth’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 Q3	–	Sell	-155	Closed	-$12K	–	286
2019 Q2	$12K	Hold	155	–	–	﹤0.01%	161
2019 Q1	$12K	Hold	155	–	–	﹤0.01%	121
2018 Q4	$10K	Hold	155	–	–	﹤0.01%	128
2018 Q3	$13K	Hold	155	–	–	﹤0.01%	123
2018 Q2	$12K	Buy	+155	New	+$11.9K	﹤0.01%	264

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Price Wealth's BMO Position: Q3 2019 in Review

Price Wealth sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 155 shares — an estimated $12K sold.

Price Wealth first reported a position in BMO in Q2 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Price Wealth reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
Price Wealth sold 155 Bank of Montreal shares in Q3 2019, an estimated $12K.
Price Wealth first reported a position in Bank of Montreal in Q2 2018 and held it in 5 quarters.
Price Wealth's Bank of Montreal position peaked at $13K in Q3 2018.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Price Wealth's 13F filing for Q3 2019, filed 25 Oct 2019.