SevenBridge Financial Group’s Bank of Montreal BMO Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-62	Closed	-$5K	–	191
2019 Q2	$5K	Hold	62	–	–	﹤0.01%	516
2019 Q1	$5K	Hold	62	–	–	﹤0.01%	480
2018 Q4	$4K	Hold	62	–	–	﹤0.01%	464
2018 Q3	$5K	Sell	62 -200	-76%	-$16.1K	﹤0.01%	480
2018 Q2	$20K	Hold	262	–	–	0.01%	343
2018 Q1	$20K	Hold	262	–	–	0.01%	350
2017 Q4	$21K	Hold	262	–	–	0.01%	366
2017 Q3	$20K	Hold	262	–	–	0.01%	369
2017 Q2	$19K	Hold	262	–	–	0.01%	381
2017 Q1	$20K	Sell	262 -67	-20%	-$5.06K	0.01%	367
2016 Q4	$21K	Hold	329	–	–	0.02%	357
2016 Q3	$21K	Hold	329	–	–	0.02%	355
2016 Q2	$21K	Buy	+329	New	+$20.9K	0.01%	403

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SevenBridge Financial Group's BMO Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 62 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in BMO in Q2 2016 and held it in 13 quarters. The position peaked at $21K in Q4 2017. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

SevenBridge Financial Group reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 62 Bank of Montreal shares in Q3 2019, an estimated $5K.
SevenBridge Financial Group first reported a position in Bank of Montreal in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Bank of Montreal position peaked at $21K in Q4 2017.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.