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Ronald Blue & Co’s Bank of Montreal BMO Stock Holding History

Ronald Blue & Co’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
2016
Q3 		– Sell
-3,919
Closed -$248K – 223
2016
Q2 		$248K Buy
+3,919
New +$248K 0.01% 169

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Ronald Blue & Co's BMO Position: Q3 2016 in Review

Ronald Blue & Co sold out of Bank of Montreal (BMO) in Q3 2016, closing a stake of 3,919 shares — an estimated $248K sold.

Ronald Blue & Co first reported a position in BMO in Q2 2016 and held it in 1 quarter. The position peaked at $248K in Q2 2016. 379 funds tracked by Wall St. Rank hold BMO as of Q3 2016.

  • Ronald Blue & Co reported no remaining Bank of Montreal position as of Q3 2016 after selling out during the quarter.
  • Ronald Blue & Co sold 3,919 Bank of Montreal shares in Q3 2016, an estimated $248K.
  • Ronald Blue & Co first reported a position in Bank of Montreal in Q2 2016 and held it in 1 quarter.
  • Ronald Blue & Co's Bank of Montreal position peaked at $248K in Q2 2016.
  • 379 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2016.

Based on Ronald Blue & Co's 13F filing for Q3 2016, filed 17 Oct 2016.