Proficio Capital Partners’s Bank of Montreal BMO Stock Holding History

Proficio Capital 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 Q3	–	Sell	-152	Closed	-$11K	–	318
2019 Q2	$11K	Sell	152 -15	-9%	-$1.15K	﹤0.01%	895
2019 Q1	$12K	Sell	167 -307	-65%	-$22.7K	﹤0.01%	817
2018 Q4	$31K	Sell	474 -355	-43%	-$26.3K	0.01%	422
2018 Q3	$68K	Buy	829 +26	+3%	+$2.09K	0.02%	279
2018 Q2	$62K	Buy	803 +12	+2%	+$924	0.03%	296
2018 Q1	$60K	Buy	791 +409	+107%	+$32.2K	0.02%	297
2017 Q4	$31K	Buy	382 +26	+7%	+$2.03K	0.01%	464
2017 Q3	$27K	Hold	356	–	–	0.01%	518
2017 Q2	$27K	Sell	356 -239	-40%	-$16.9K	0.01%	518
2017 Q1	$41K	Buy	595 +322	+118%	+$24.3K	0.02%	430
2016 Q4	$20K	Hold	273	–	–	0.01%	439
2016 Q3	$18K	Hold	273	–	–	0.01%	448
2016 Q2	$17K	Buy	273 +121	+80%	+$7.67K	0.01%	453
2016 Q1	$9K	Buy	152 +28	+23%	+$1.53K	0.01%	419
2015 Q4	$7K	Buy	+124	New	+$7.13K	0.01%	332

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Proficio Capital Partners's BMO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 152 shares — an estimated $11K sold.

Proficio Capital Partners first reported a position in BMO in Q4 2015 and held it in 15 quarters. The position peaked at $68K in Q3 2018. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Proficio Capital Partners reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 152 Bank of Montreal shares in Q3 2019, an estimated $11K.
Proficio Capital Partners first reported a position in Bank of Montreal in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Bank of Montreal position peaked at $68K in Q3 2018.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.