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Ropes Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Ropes Wealth 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
2017
Q2 		– Sell
-170
Closed -$13K – 520
2017
Q1 		$13K Hold
170
– – ﹤0.01% 435
2016
Q4 		$12K Buy
+170
New +$11.3K ﹤0.01% 433

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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ropes Wealth Advisors's BMO Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 170 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in BMO in Q4 2016 and held it in 2 quarters. The position peaked at $13K in Q1 2017. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 170 Bank of Montreal shares in Q2 2017, an estimated $13K.
  • Ropes Wealth Advisors first reported a position in Bank of Montreal in Q4 2016 and held it in 2 quarters.
  • Ropes Wealth Advisors's Bank of Montreal position peaked at $13K in Q1 2017.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.