Private Capital Group’s Bank of Montreal BMO Stock Holding History

Private Capital Group’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 Q1	–	Sell	-9	Closed	-$1K	–	2043
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	1872
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	1814
2020 Q2	$0	Hold	9	–	–	﹤0.01%	2010
2020 Q1	$0	Hold	9	–	–	﹤0.01%	1985
2019 Q4	$0	Sell	9 -267	-97%	-$20.1K	﹤0.01%	1991
2019 Q3	$20K	Buy	276 +17	+7%	+$1.24K	﹤0.01%	1190
2019 Q2	$20K	Buy	259 +7	+3%	+$535	﹤0.01%	1078
2019 Q1	$19K	Sell	252 -322	-56%	-$23.8K	﹤0.01%	1223
2018 Q4	$38K	Hold	574	–	–	0.01%	792
2018 Q3	$47K	Buy	574 +315	+122%	+$25.3K	0.01%	747
2018 Q2	$20K	Sell	259 -5	-2%	-$385	﹤0.01%	1107
2018 Q1	$20K	Buy	264 +12	+5%	+$944	﹤0.01%	1064
2017 Q4	$20K	Buy	+252	New	+$19.6K	﹤0.01%	1055

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Capital Group's BMO Position: Q1 2021 in Review

Private Capital Group sold out of Bank of Montreal (BMO) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Private Capital Group first reported a position in BMO in Q4 2017 and held it in 13 quarters. The position peaked at $47K in Q3 2018. 406 funds tracked by Wall St. Rank hold BMO as of Q1 2021.

Private Capital Group reported no remaining Bank of Montreal position as of Q1 2021 after selling out during the quarter.
Private Capital Group sold 9 Bank of Montreal shares in Q1 2021, an estimated $1K.
Private Capital Group first reported a position in Bank of Montreal in Q4 2017 and held it in 13 quarters.
Private Capital Group's Bank of Montreal position peaked at $47K in Q3 2018.
406 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.