Spot Trading’s Bank of Montreal BMO Stock Holding History

Spot Trading’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 Q3	–	Sell	-1,744	Closed	-$130K	–	3080
2017 Q2	$128K	Buy	+1,744	New	+$123K	﹤0.01%	2469
2016 Q2	–	Sell	-4,515	Closed	-$286K	–	3319
2016 Q1	$274K	Sell	4,515 -4,384	-49%	-$240K	﹤0.01%	2003
2015 Q4	$502K	Buy	8,899 +2,366	+36%	+$136K	0.01%	1911
2015 Q3	$356K	Buy	6,533 +6,408	+5,126%	+$352K	﹤0.01%	2283
2015 Q2	$7K	Buy	+125	New	+$7.85K	﹤0.01%	3595
2014 Q3	–	Sell	-4,005	Closed	-$295K	–	4321
2014 Q2	$295K	Buy	+4,005	New	+$279K	﹤0.01%	3076
2013 Q3	–	Sell	-353	Closed	-$22.1K	–	4108
2013 Q2	$20K	Buy	+353	New	+$21.4K	﹤0.01%	3876

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

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

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

Spot Trading's BMO Position: Q3 2017 in Review

Spot Trading sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 1,744 shares — an estimated $130K sold.

Spot Trading first reported a position in BMO in Q2 2013 and held it in 7 quarters. The position peaked at $502K in Q4 2015. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

Spot Trading reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
Spot Trading sold 1,744 Bank of Montreal shares in Q3 2017, an estimated $130K.
Spot Trading first reported a position in Bank of Montreal in Q2 2013 and held it in 7 quarters.
Spot Trading's Bank of Montreal position peaked at $502K in Q4 2015.
395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.