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SII Investments’s Bank of Montreal BMO Stock Holding History

SII 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
2017
Q4 		– Sell
-2,646
Closed -$201K – 428
2017
Q3 		$201K Buy
+2,646
New +$197K 0.01% 553
2017
Q2 		– Sell
-3,907
Closed -$293K – 604
2017
Q1 		$293K Sell
3,907
-359
-8% -$27.1K 0.02% 470
2016
Q4 		$306K Sell
4,266
-1,784
-29% -$119K 0.02% 438
2016
Q3 		$397K Buy
6,050
+1,920
+46% +$125K 0.03% 365
2016
Q2 		$262K Buy
4,130
+502
+14% +$31.8K 0.02% 468
2016
Q1 		$221K Buy
+3,628
New +$199K 0.02% 505
2015
Q4 		– Sell
-4,122
Closed -$225K – 467
2015
Q3 		$225K Sell
4,122
-55
-1% -$3.02K 0.03% 461
2015
Q2 		$248K Buy
+4,177
New +$262K 0.03% 438
2015
Q1 		– Sell
-4,448
Closed -$315K – 543
2014
Q4 		$315K Sell
4,448
-2,333
-34% -$167K 0.04% 358
2014
Q3 		$501K Sell
6,781
-13,761
-67% -$1.04M 0.07% 261
2014
Q2 		$1.51M Sell
20,542
-240
-1% -$16.7K 0.22% 113
2014
Q1 		$1.27M Buy
20,782
+802
+4% +$52.1K 0.24% 105
2013
Q4 		$1.33M Buy
19,980
+1,455
+8% +$99K 0.24% 108
2013
Q3 		$1.24M Buy
18,525
+924
+5% +$58K 0.29% 89
2013
Q2 		$1.02M Buy
+17,601
New +$1.07M 0.22% 120

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

SII Investments's BMO Position: Q4 2017 in Review

SII Investments sold out of Bank of Montreal (BMO) in Q4 2017, closing a stake of 2,646 shares — an estimated $201K sold.

SII Investments first reported a position in BMO in Q2 2013 and held it in 15 quarters. The position peaked at $1.51M in Q2 2014. 429 funds tracked by Wall St. Rank hold BMO as of Q4 2017.

  • SII Investments reported no remaining Bank of Montreal position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 2,646 Bank of Montreal shares in Q4 2017, an estimated $201K.
  • SII Investments first reported a position in Bank of Montreal in Q2 2013 and held it in 15 quarters.
  • SII Investments's Bank of Montreal position peaked at $1.51M in Q2 2014.
  • 429 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.