Private Wealth Partners’s Bank of Montreal BMO Stock Holding History

Private Wealth Partners’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	-7,237	Closed	-$541K	–	135
2019 Q1	$541K	Buy	+7,237	New	+$535K	0.09%	81
2018 Q1	–	Sell	-2,800	Closed	-$224K	–	122
2017 Q4	$224K	Hold	2,800	–	–	0.04%	125
2017 Q3	$212K	Hold	2,800	–	–	0.04%	116
2017 Q2	$206K	Hold	2,800	–	–	0.04%	109
2017 Q1	$209K	Hold	2,800	–	–	0.05%	108
2016 Q4	$201K	Buy	+2,800	New	+$187K	0.05%	108
2014 Q2	–	Sell	-13,650	Closed	-$915K	–	157
2014 Q1	$915K	Buy	13,650 +800	+6%	+$52K	0.22%	92
2013 Q4	$857K	Sell	12,850 -200	-2%	-$13.6K	0.19%	96
2013 Q3	$872K	Hold	13,050	–	–	0.21%	96
2013 Q2	$757K	Buy	+13,050	New	+$791K	0.19%	99

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Private Wealth Partners's BMO Position: Q2 2019 in Review

Private Wealth Partners sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 7,237 shares — an estimated $541K sold.

Private Wealth Partners first reported a position in BMO in Q2 2013 and held it in 10 quarters. The position peaked at $915K in Q1 2014. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Private Wealth Partners reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Private Wealth Partners sold 7,237 Bank of Montreal shares in Q2 2019, an estimated $541K.
Private Wealth Partners first reported a position in Bank of Montreal in Q2 2013 and held it in 10 quarters.
Private Wealth Partners's Bank of Montreal position peaked at $915K in Q1 2014.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Private Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.