Sentry Investments’s Bank of Montreal BMO Stock Holding History

Sentry Investments’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 Q1	$41.6M	Buy	427,200 +180,200	+73%	+$14.2M	0.62%	49
2017 Q4	$24.8M	Buy	+247,000	New	+$19.3M	0.32%	77
2017 Q3	–	Sell	-245,600	Closed	-$23.4M	–	170
2017 Q2	$23.4M	Hold	245,600	–	–	0.17%	79
2017 Q1	$24.4M	Buy	+245,600	New	+$18.5M	0.17%	80

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sentry Investments's BMO Position: Q1 2018 in Review

Sentry Investments increased its Bank of Montreal (BMO) stake by 73% in Q1 2018, buying an estimated $14.2M and bringing the position to 427,200 shares worth $41.6M. The position accounts for 0.62% of the portfolio, ranked #49.

Sentry Investments first reported a position in BMO in Q1 2017 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

Sentry Investments held 427,200 shares of Bank of Montreal worth $41.6M as of Q1 2018.
Sentry Investments bought 180,200 Bank of Montreal shares in Q1 2018, an estimated $14.2M.
Bank of Montreal made up 0.62% of Sentry Investments's portfolio in Q1 2018, its #49 holding.
Sentry Investments first reported a position in Bank of Montreal in Q1 2017 and has held it in 4 quarters since.
428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.