Providence Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Providence Wealth 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 Q4	–	Sell	-45,732	Closed	-$3.37M	–	86
2019 Q3	$3.37M	Hold	45,732	–	–	3.01%	7
2019 Q2	$3.47M	Hold	45,732	–	–	3.23%	7
2019 Q1	$3.45M	Hold	45,732	–	–	3.24%	5
2018 Q4	$2.98M	Hold	45,732	–	–	3.3%	5
2018 Q3	$3.77M	Hold	45,732	–	–	3.44%	5
2018 Q2	$3.53M	Buy	+45,732	New	+$3.52M	3.44%	5

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Providence Wealth Advisors's BMO Position: Q4 2019 in Review

Providence Wealth Advisors sold out of Bank of Montreal (BMO) in Q4 2019, closing a stake of 45,732 shares — an estimated $3.37M sold.

Providence Wealth Advisors first reported a position in BMO in Q2 2018 and held it in 6 quarters. The position peaked at $3.77M in Q3 2018. 447 funds tracked by Wall St. Rank hold BMO as of Q4 2019.

Providence Wealth Advisors reported no remaining Bank of Montreal position as of Q4 2019 after selling out during the quarter.
Providence Wealth Advisors sold 45,732 Bank of Montreal shares in Q4 2019, an estimated $3.37M.
Providence Wealth Advisors first reported a position in Bank of Montreal in Q2 2018 and held it in 6 quarters.
Providence Wealth Advisors's Bank of Montreal position peaked at $3.77M in Q3 2018.
447 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2019.

Based on Providence Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.