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Strategic Global Advisors’s Bank of Montreal BMO Stock Holding History

Strategic Global Advisors’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
2018
Q3 		– Sell
-227,960
Closed -$17.6M – 192
2018
Q2 		$17.6M Buy
+227,960
New +$17.6M 4.48% 2

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Global Advisors's BMO Position: Q3 2018 in Review

Strategic Global Advisors sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 227,960 shares — an estimated $17.6M sold.

Strategic Global Advisors first reported a position in BMO in Q2 2018 and held it in 1 quarter. The position peaked at $17.6M in Q2 2018. 453 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

  • Strategic Global Advisors reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
  • Strategic Global Advisors sold 227,960 Bank of Montreal shares in Q3 2018, an estimated $17.6M.
  • Strategic Global Advisors first reported a position in Bank of Montreal in Q2 2018 and held it in 1 quarter.
  • Strategic Global Advisors's Bank of Montreal position peaked at $17.6M in Q2 2018.
  • 453 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on Strategic Global Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.