Squar Milner Financial Services’s Bank of Montreal BMO Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-250	Closed	-$12K	–	269
2020 Q1	$12K	Hold	250	–	–	0.01%	522
2019 Q4	$19K	Buy	+250	New	+$18.8K	0.01%	524
2019 Q3	–	Sell	-250	Closed	-$19K	–	276
2019 Q2	$19K	Hold	250	–	–	0.01%	461
2019 Q1	$18K	Hold	250	–	–	0.01%	436
2018 Q4	$16K	Hold	250	–	–	0.02%	420
2018 Q3	$21K	Hold	250	–	–	0.02%	407
2018 Q2	$19K	Buy	+250	New	+$19.2K	0.02%	486

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Squar Milner Financial Services's BMO Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 250 shares — an estimated $12K sold.

Squar Milner Financial Services first reported a position in BMO in Q2 2018 and held it in 7 quarters. The position peaked at $21K in Q3 2018. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

Squar Milner Financial Services reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 250 Bank of Montreal shares in Q2 2020, an estimated $12K.
Squar Milner Financial Services first reported a position in Bank of Montreal in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Bank of Montreal position peaked at $21K in Q3 2018.
374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.