Reilly Financial Advisors’s Bank of Montreal BMO Stock Holding History

Reilly Financial 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
2021 Q4	$32K	Sell	300 -213	-42%	-$23K	﹤0.01%	480
2021 Q3	$51K	Hold	513	–	–	﹤0.01%	374
2021 Q2	$53K	Hold	513	–	–	﹤0.01%	368
2021 Q1	$46K	Hold	513	–	–	﹤0.01%	377
2020 Q4	$39K	Hold	513	–	–	﹤0.01%	376
2020 Q3	$30K	Sell	513 -210	-29%	-$12.2K	﹤0.01%	379
2020 Q2	$38K	Sell	723 -18,848	-96%	-$961K	﹤0.01%	342
2020 Q1	$984K	Sell	19,571 -114	-0.6%	-$7.73K	0.14%	95
2019 Q4	$1.53M	Buy	19,685 +6,777	+53%	+$510K	0.17%	90
2019 Q3	$952K	Buy	12,908 +12,395	+2,416%	+$903K	0.12%	111
2019 Q2	$39K	Hold	513	–	–	﹤0.01%	391
2019 Q1	$38K	Hold	513	–	–	﹤0.01%	391
2018 Q4	$34K	Hold	513	–	–	0.01%	394
2018 Q3	$42K	Buy	+513	New	+$41.3K	0.01%	398
2016 Q3	–	Sell	-27	Closed	-$2K	–	838
2016 Q2	$2K	Buy	+27	New	+$1.71K	﹤0.01%	710
2015 Q1	–	Sell	-300	Closed	-$21K	–	1295
2014 Q4	$21K	Buy	300 +100	+50%	+$7.16K	0.01%	385
2014 Q3	$15K	Hold	200	–	–	﹤0.01%	443
2014 Q2	$15K	Buy	+200	New	+$13.9K	﹤0.01%	465

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Reilly Financial Advisors's BMO Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Bank of Montreal (BMO) stake by 42% in Q4 2021, selling an estimated $23K and leaving 300 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Reilly Financial Advisors first reported a position in BMO in Q2 2014 and has held it in 18 quarters since. The position peaked at $1.53M in Q4 2019. 489 funds tracked by Wall St. Rank hold BMO as of Q4 2021.

Reilly Financial Advisors held 300 shares of Bank of Montreal worth $32K as of Q4 2021.
Reilly Financial Advisors sold 213 Bank of Montreal shares in Q4 2021, an estimated $23K.
Bank of Montreal made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #480 holding.
Reilly Financial Advisors first reported a position in Bank of Montreal in Q2 2014 and has held it in 18 quarters since.
Reilly Financial Advisors's Bank of Montreal position peaked at $1.53M in Q4 2019.
489 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.