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Strategic Wealth Partners’s Bank of Montreal BMO Stock Holding History

Strategic Wealth Partners’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
2019
Q2 		– Sell
-130
Closed -$10K – 739
2019
Q1 		$10K Buy
+130
New +$9.61K ﹤0.01% 519

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Strategic Wealth Partners's BMO Position: Q2 2019 in Review

Strategic Wealth Partners sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 130 shares — an estimated $10K sold.

Strategic Wealth Partners first reported a position in BMO in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

  • Strategic Wealth Partners reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 130 Bank of Montreal shares in Q2 2019, an estimated $10K.
  • Strategic Wealth Partners first reported a position in Bank of Montreal in Q1 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Bank of Montreal position peaked at $10K in Q1 2019.
  • 443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.