Sonora Investment Management’s Bank of Montreal BMO Stock Holding History

Sonora Investment Management’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 Q2	–	Sell	-50	Closed	-$4K	–	1671
2019 Q1	$4K	Sell	50 -240	-83%	-$17.7K	﹤0.01%	1286
2018 Q4	$19K	Hold	290	–	–	﹤0.01%	658
2018 Q3	$24K	Sell	290 -98	-25%	-$7.88K	﹤0.01%	589
2018 Q2	$30K	Buy	388 +338	+676%	+$26K	﹤0.01%	499
2018 Q1	$3.78K	Hold	50	–	–	﹤0.01%	986
2017 Q4	$4K	Buy	+50	New	+$3.9K	﹤0.01%	979
2017 Q3	–	Sell	-50	Closed	-$3.67K	–	1185
2017 Q2	$3.67K	Hold	50	–	–	﹤0.01%	862
2017 Q1	$3.74K	Hold	50	–	–	﹤0.01%	816
2016 Q4	$3.6K	Hold	50	–	–	﹤0.01%	739
2016 Q3	$3.28K	Hold	50	–	–	﹤0.01%	723
2016 Q2	$3.17K	Sell	50 -21	-30%	-$1.33K	﹤0.01%	742
2016 Q1	$4.59K	Buy	71 +21	+42%	+$1.15K	﹤0.01%	746
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	683
2015 Q3	$3K	Buy	+50	New	+$2.75K	﹤0.01%	861

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

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

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Sonora Investment Management's BMO Position: Q2 2019 in Review

Sonora Investment Management sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in BMO in Q3 2015 and held it in 14 quarters. The position peaked at $30K in Q2 2018. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Sonora Investment Management reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Sonora Investment Management sold 50 Bank of Montreal shares in Q2 2019, an estimated $4K.
Sonora Investment Management first reported a position in Bank of Montreal in Q3 2015 and held it in 14 quarters.
Sonora Investment Management's Bank of Montreal position peaked at $30K in Q2 2018.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.