RCA
BMO icon

Rowland Carmichael Advisors’s Bank of Montreal BMO Stock Holding History

Rowland Carmichael 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
2016
Q2 		– Sell
-10,146
Closed -$616K – 296
2016
Q1 		$616K Buy
+10,146
New +$556K 0.57% 62

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

Rowland Carmichael Advisors's BMO Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of Bank of Montreal (BMO) in Q2 2016, closing a stake of 10,146 shares — an estimated $616K sold.

Rowland Carmichael Advisors first reported a position in BMO in Q1 2016 and held it in 1 quarter. The position peaked at $616K in Q1 2016. 379 funds tracked by Wall St. Rank hold BMO as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining Bank of Montreal position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 10,146 Bank of Montreal shares in Q2 2016, an estimated $616K.
  • Rowland Carmichael Advisors first reported a position in Bank of Montreal in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's Bank of Montreal position peaked at $616K in Q1 2016.
  • 379 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.