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Spectrum Financial Alliance’s Bank of Montreal BMO Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-340
Closed -$22K – 24
2018
Q4 		$22K Hold
340
– – 0.02% 39
2018
Q3 		$28K Hold
340
– – 0.02% 37
2018
Q2 		$26K Buy
+340
New +$26.2K 0.02% 40

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Spectrum Financial Alliance's BMO Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Bank of Montreal (BMO) in Q1 2019, closing a stake of 340 shares — an estimated $22K sold.

Spectrum Financial Alliance first reported a position in BMO in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Bank of Montreal position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 340 Bank of Montreal shares in Q1 2019, an estimated $22K.
  • Spectrum Financial Alliance first reported a position in Bank of Montreal in Q2 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's Bank of Montreal position peaked at $28K in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.