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Rench Wealth Management’s Bank of Montreal BMO Stock Holding History

Rench Wealth Management’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
2018
Q4 		– Sell
-46,915
Closed -$3.87M – 51
2018
Q3 		$3.87M Sell
46,915
-908
-2% -$73K 2.58% 16
2018
Q2 		$3.69M Sell
47,823
-780
-2% -$60.1K 2.67% 15
2018
Q1 		$3.67M Sell
48,603
-1,539
-3% -$121K 2.51% 17
2017
Q4 		$4.01M Buy
50,142
+3,776
+8% +$294K 2.61% 16
2017
Q3 		$3.51M Buy
46,366
+3,259
+8% +$243K 2.42% 17
2017
Q2 		$3.17M Sell
43,107
-129
-0.3% -$9.13K 2.34% 19
2017
Q1 		$3.23M Sell
43,236
-1,508
-3% -$114K 2.4% 20
2016
Q4 		$3.22M Buy
44,744
+2,226
+5% +$148K 2.55% 20
2016
Q3 		$2.79M Buy
42,518
+409
+1% +$26.6K 2.25% 21
2016
Q2 		$2.67M Sell
42,109
-1,382
-3% -$87.6K 2.16% 24
2016
Q1 		$2.64M Sell
43,491
-291
-0.7% -$15.9K 2.17% 25
2015
Q4 		$2.47M Buy
43,782
+245
+0.6% +$14.1K 2.13% 26
2015
Q3 		$2.38M Buy
43,537
+1,095
+3% +$60.1K 2.18% 26
2015
Q2 		$2.52M Buy
42,442
+1,167
+3% +$73.3K 2.19% 25
2015
Q1 		$2.48M Buy
41,275
+730
+2% +$45.3K 2.12% 26
2014
Q4 		$2.87M Sell
40,545
-1,300
-3% -$93K 2.41% 24
2014
Q3 		$3.08M Buy
41,845
+1,040
+3% +$78.2K 2.63% 20
2014
Q2 		$3M Buy
40,805
+214
+0.5% +$14.9K 2.62% 21
2014
Q1 		$2.72M Sell
40,591
-3,855
-9% -$250K 2.58% 21
2013
Q4 		$2.96M Buy
+44,446
New +$3.02M 2.87% 18

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Rench Wealth Management's BMO Position: Q4 2018 in Review

Rench Wealth Management sold out of Bank of Montreal (BMO) in Q4 2018, closing a stake of 46,915 shares — an estimated $3.87M sold.

Rench Wealth Management first reported a position in BMO in Q4 2013 and held it in 20 quarters. The position peaked at $4.01M in Q4 2017. 438 funds tracked by Wall St. Rank hold BMO as of Q4 2018.

  • Rench Wealth Management reported no remaining Bank of Montreal position as of Q4 2018 after selling out during the quarter.
  • Rench Wealth Management sold 46,915 Bank of Montreal shares in Q4 2018, an estimated $3.87M.
  • Rench Wealth Management first reported a position in Bank of Montreal in Q4 2013 and held it in 20 quarters.
  • Rench Wealth Management's Bank of Montreal position peaked at $4.01M in Q4 2017.
  • 438 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2018.

Based on Rench Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.