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Prime Capital Investment Advisors’s Bank of Montreal BMO Stock Holding History

Prime Capital Investment 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
2019
Q2 		– Sell
-209
Closed -$16K – 354
2019
Q1 		$16K Buy
209
+187
+850% +$13.8K ﹤0.01% 246
2018
Q4 		$1K Sell
22
-23
-51% -$1.71K ﹤0.01% 336
2018
Q3 		$4K Buy
+45
New +$3.62K ﹤0.01% 244

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Prime Capital Investment Advisors's BMO Position: Q2 2019 in Review

Prime Capital Investment Advisors sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 209 shares — an estimated $16K sold.

Prime Capital Investment Advisors first reported a position in BMO in Q3 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Prime Capital Investment Advisors reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 209 Bank of Montreal shares in Q2 2019, an estimated $16K.
  • Prime Capital Investment Advisors first reported a position in Bank of Montreal in Q3 2018 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Bank of Montreal position peaked at $16K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.