RIA
BMO icon

Realta Investment Advisors’s Bank of Montreal BMO Stock Holding History

Realta Investment 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
Q1 		– Sell
-86
Closed -$7K – 424
2019
Q4 		$7K Hold
86
– – ﹤0.01% 1227
2019
Q3 		$7K Hold
86
– – ﹤0.01% 1210
2019
Q2 		$7K Hold
86
– – ﹤0.01% 1239
2019
Q1 		$7K Buy
+86
New +$6.36K ﹤0.01% 988

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Realta Investment Advisors's BMO Position: Q1 2020 in Review

Realta Investment Advisors sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 86 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in BMO in Q1 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 396 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Realta Investment Advisors reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 86 Bank of Montreal shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Bank of Montreal in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Bank of Montreal position peaked at $7K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.