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Robertson Stephens Wealth Management’s Bank of Montreal BMO Stock Holding History

Robertson Stephens 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
2020
Q2 		– Sell
-5,774
Closed -$290K – 192
2020
Q1 		$290K Buy
+5,774
New +$391K 0.1% 142

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
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Robertson Stephens Wealth Management's BMO Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 5,774 shares — an estimated $290K sold.

Robertson Stephens Wealth Management first reported a position in BMO in Q1 2020 and held it in 1 quarter. The position peaked at $290K in Q1 2020. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • Robertson Stephens Wealth Management reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,774 Bank of Montreal shares in Q2 2020, an estimated $290K.
  • Robertson Stephens Wealth Management first reported a position in Bank of Montreal in Q1 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Bank of Montreal position peaked at $290K in Q1 2020.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.