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

Regal 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
2015
Q4 		– Sell
-1,462
Closed -$79K – 338
2015
Q3 		$79K Hold
1,462
– – 0.02% 380
2015
Q2 		$86K Buy
1,462
+100
+7% +$6.28K 0.02% 358
2015
Q1 		$82K Buy
1,362
+200
+17% +$12.4K 0.02% 367
2014
Q4 		$82K Buy
1,162
+62
+6% +$4.44K 0.02% 334
2014
Q3 		$81K Buy
+1,100
New +$82.7K 0.02% 335

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Regal Investment Advisors's BMO Position: Q4 2015 in Review

Regal Investment Advisors sold out of Bank of Montreal (BMO) in Q4 2015, closing a stake of 1,462 shares — an estimated $79K sold.

Regal Investment Advisors first reported a position in BMO in Q3 2014 and held it in 5 quarters. The position peaked at $86K in Q2 2015. 361 funds tracked by Wall St. Rank hold BMO as of Q4 2015.

  • Regal Investment Advisors reported no remaining Bank of Montreal position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,462 Bank of Montreal shares in Q4 2015, an estimated $79K.
  • Regal Investment Advisors first reported a position in Bank of Montreal in Q3 2014 and held it in 5 quarters.
  • Regal Investment Advisors's Bank of Montreal position peaked at $86K in Q2 2015.
  • 361 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.