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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 		$318K Sell
4,200
-7,300
-63% -$544K 0.01% 1950
2017
Q2 		$845K Buy
11,500
+7,200
+167% +$510K 0.02% 1206
2017
Q1 		$322K Buy
4,300
+800
+23% +$60.4K 0.01% 1574
2016
Q4 		$252K Sell
3,500
-6,500
-65% -$434K 0.01% 1792
2016
Q3 		$656K Hold
10,000
– – 0.01% 1355
2016
Q2 		$634K Sell
10,000
-18,600
-65% -$1.18M 0.01% 1448
2016
Q1 		$1.74M Buy
28,600
+14,300
+100% +$783K 0.03% 768
2015
Q4 		$807K Buy
14,300
+1,200
+9% +$69K 0.01% 1611
2015
Q3 		$715K Buy
13,100
+8,700
+198% +$478K 0.01% 1818
2015
Q2 		$261K Sell
4,400
-600
-12% -$37.7K ﹤0.01% 2537
2015
Q1 		$300K Buy
+5,000
New +$310K ﹤0.01% 2475
2014
Q3 		– Sell
-1,100
Closed -$81K – 4322
2014
Q2 		$81K Sell
1,100
-7,100
-87% -$495K ﹤0.01% 3768
2014
Q1 		$549K Buy
8,200
+3,900
+91% +$253K ﹤0.01% 2458
2013
Q4 		$287K Buy
4,300
+2,600
+153% +$177K ﹤0.01% 2821
2013
Q3 		$114K Sell
1,700
-15,600
-90% -$978K ﹤0.01% 3303
2013
Q2 		$1M Buy
+17,300
New +$1.05M 0.01% 1895

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.