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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 		$477K Sell
6,300
-1,400
-18% -$104K 0.01% 1687
2017
Q2 		$565K Buy
7,700
+7,600
+7,600% +$538K 0.01% 1502
2017
Q1 		$7K Sell
100
-25,200
-100% -$1.9M ﹤0.01% 2774
2016
Q4 		$1.82M Sell
25,300
-7,500
-23% -$500K 0.04% 619
2016
Q3 		$2.15M Buy
32,800
+10,300
+46% +$669K 0.04% 613
2016
Q2 		$1.43M Buy
22,500
+17,900
+389% +$1.13M 0.02% 881
2016
Q1 		$279K Buy
+4,600
New +$252K ﹤0.01% 1992
2015
Q3 		– Sell
-2,100
Closed -$124K – 3928
2015
Q2 		$124K Buy
+2,100
New +$132K ﹤0.01% 2992
2014
Q3 		– Sell
-36,500
Closed -$2.69M – 4320
2014
Q2 		$2.69M Sell
36,500
-4,300
-11% -$300K 0.01% 1413
2014
Q1 		$2.73M Buy
40,800
+33,700
+475% +$2.19M 0.02% 1253
2013
Q4 		$473K Sell
7,100
-52,200
-88% -$3.55M ﹤0.01% 2518
2013
Q3 		$3.96M Buy
59,300
+13,800
+30% +$865K 0.02% 891
2013
Q2 		$2.64M Buy
+45,500
New +$2.76M 0.02% 1153

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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.