Summit Securities Group’s Bank of Montreal BMO Stock Holding History

Summit Securities Group’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
2023 Q2	–	Sell	-1	Closed	–	–	891
2023 Q1	$0	Sell	1 -99	-99%	-$9.39K	﹤0.01%	838
2022 Q4	$9K	Hold	100	–	–	﹤0.01%	1042
2022 Q3	$9K	Sell	100 -2	-2%	-$193	﹤0.01%	797
2022 Q2	$10K	Buy	+102	New	+$10.8K	﹤0.01%	833
2016 Q1	–	Sell	-6,010	Closed	-$339K	–	158
2015 Q4	$339K	Buy	+6,010	New	+$346K	0.11%	132
2014 Q4	–	Sell	-900	Closed	-$66K	–	614
2014 Q3	$66K	Buy	+900	New	+$67.7K	0.02%	360

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Summit Securities Group's BMO Position: Q2 2023 in Review

Summit Securities Group sold out of Bank of Montreal (BMO) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in BMO in Q3 2014 and held it in 6 quarters. The position peaked at $339K in Q4 2015. 470 funds tracked by Wall St. Rank hold BMO as of Q2 2023.

Summit Securities Group reported no remaining Bank of Montreal position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 1 Bank of Montreal share in Q2 2023.
Summit Securities Group first reported a position in Bank of Montreal in Q3 2014 and held it in 6 quarters.
Summit Securities Group's Bank of Montreal position peaked at $339K in Q4 2015.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.