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Rational Advisors’s Bank of Montreal BMO Stock Holding History

Rational 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
2020
Q4 		– Sell
-26
Closed -$2K – 250
2020
Q3 		$2K Buy
+26
New +$1.51K ﹤0.01% 460
2013
Q4 		$3.91M Sell
58,650
-5,800
-9% -$395K 0.34% 95
2013
Q3 		$4.31M Sell
64,450
-2,300
-3% -$144K 0.33% 82
2013
Q2 		$3.87M Buy
+66,750
New +$4.04M 0.33% 97

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Rational Advisors's BMO Position: Q4 2020 in Review

Rational Advisors sold out of Bank of Montreal (BMO) in Q4 2020, closing a stake of 26 shares — an estimated $2K sold.

Rational Advisors first reported a position in BMO in Q2 2013 and held it in 4 quarters. The position peaked at $4.31M in Q3 2013. 400 funds tracked by Wall St. Rank hold BMO as of Q4 2020.

  • Rational Advisors reported no remaining Bank of Montreal position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 26 Bank of Montreal shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in Bank of Montreal in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Bank of Montreal position peaked at $4.31M in Q3 2013.
  • 400 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.