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SVA Wealth Management’s Bank of Montreal BMO Stock Holding History

SVA Wealth Management’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
Q1 		– Sell
-3,469
Closed -$269K – 187
2019
Q4 		$269K Hold
3,469
– – 0.02% 184
2019
Q3 		$256K Sell
3,469
-100
-3% -$7.29K 0.03% 184
2019
Q2 		$269K Sell
3,569
-637
-15% -$48.7K 0.03% 185
2019
Q1 		$315K Sell
4,206
-2,716
-39% -$201K 0.03% 180
2018
Q4 		$452K Sell
6,922
-42
-0.6% -$3.11K 0.05% 157
2018
Q3 		$575K Buy
6,964
+1,268
+22% +$102K 0.06% 151
2018
Q2 		$440K Sell
5,696
-2,704
-32% -$208K 0.05% 160
2018
Q1 		$636K Buy
8,400
+939
+13% +$73.9K 0.08% 132
2017
Q4 		$597K Sell
7,461
-939
-11% -$73.2K 0.07% 137
2017
Q3 		$636K Sell
8,400
-250
-3% -$18.6K 0.08% 132
2017
Q2 		$635K Buy
8,650
+1,823
+27% +$129K 0.08% 129
2017
Q1 		$511K Sell
6,827
-381
-5% -$28.8K 0.07% 134
2016
Q4 		$518K Sell
7,208
-39
-0.5% -$2.6K 0.08% 136
2016
Q3 		$475K Sell
7,247
-876
-11% -$56.9K 0.07% 136
2016
Q2 		$515K Sell
8,123
-26,214
-76% -$1.66M 0.08% 137
2016
Q1 		$2.08M Sell
34,337
-6,873
-17% -$377K 0.35% 79
2015
Q4 		$2.33M Sell
41,210
-1,885
-4% -$108K 0.4% 77
2015
Q3 		$2.35M Buy
43,095
+4,558
+12% +$250K 0.44% 71
2015
Q2 		$2.28M Sell
38,537
-1,104
-3% -$69.3K 0.42% 70
2015
Q1 		$2.38M Buy
39,641
+23,196
+141% +$1.44M 0.43% 73
2014
Q4 		$1.16M Buy
16,445
+5,607
+52% +$401K 0.42% 55
2014
Q3 		$798K Buy
10,838
+226
+2% +$17K 0.34% 71
2014
Q2 		$781K Buy
10,612
+422
+4% +$29.4K 0.33% 70
2014
Q1 		$683K Buy
10,190
+717
+8% +$46.6K 0.32% 73
2013
Q4 		$631K Buy
+9,473
New +$645K 0.38% 67

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

SVA Wealth Management's BMO Position: Q1 2020 in Review

SVA Wealth Management sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 3,469 shares — an estimated $269K sold.

SVA Wealth Management first reported a position in BMO in Q4 2013 and held it in 25 quarters. The position peaked at $2.38M in Q1 2015. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • SVA Wealth Management reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 3,469 Bank of Montreal shares in Q1 2020, an estimated $269K.
  • SVA Wealth Management first reported a position in Bank of Montreal in Q4 2013 and held it in 25 quarters.
  • SVA Wealth Management's Bank of Montreal position peaked at $2.38M in Q1 2015.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.