STA
BMO icon

Summit Trail Advisors’s Bank of Montreal BMO Stock Holding History

Summit Trail 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
Q1 		– Sell
-37
Closed -$3K – 581
2017
Q4 		$3K Buy
+37
New +$2.88K ﹤0.01% 1529

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Trail Advisors's BMO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 37 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in BMO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Summit Trail Advisors reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 37 Bank of Montreal shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Bank of Montreal in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Bank of Montreal position peaked at $3K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.