Synovus Financial’s Bank of Montreal BMO Stock Holding History

Synovus Financial’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 Q3	–	Sell	-439	Closed	-$23K	–	787
2020 Q2	$23K	Sell	439 -328	-43%	-$16.7K	﹤0.01%	1076
2020 Q1	$38K	Buy	767 +328	+75%	+$22.2K	﹤0.01%	1182
2019 Q4	$34K	Hold	439	–	–	﹤0.01%	1015
2019 Q3	$32K	Hold	439	–	–	﹤0.01%	1002
2019 Q2	$33K	Hold	439	–	–	﹤0.01%	918
2019 Q1	$33K	Hold	439	–	–	﹤0.01%	906
2018 Q4	$29K	Hold	439	–	–	﹤0.01%	904
2018 Q3	$36K	Hold	439	–	–	﹤0.01%	909
2018 Q2	$34K	Buy	+439	New	+$33.8K	﹤0.01%	851
2017 Q1	–	Sell	-374	Closed	-$27K	–	1101
2016 Q4	$27K	Hold	374	–	–	﹤0.01%	798
2016 Q3	$25K	Hold	374	–	–	﹤0.01%	795
2016 Q2	$24K	Hold	374	–	–	﹤0.01%	753
2016 Q1	$23K	Hold	374	–	–	﹤0.01%	745
2015 Q4	$21K	Hold	374	–	–	﹤0.01%	754
2015 Q3	$20K	Hold	374	–	–	﹤0.01%	731
2015 Q2	$22K	Hold	374	–	–	﹤0.01%	715
2015 Q1	$22K	Sell	374 -126	-25%	-$7.81K	﹤0.01%	748
2014 Q4	$35K	Sell	500 -200	-29%	-$14.3K	﹤0.01%	680
2014 Q3	$52K	Buy	700 +200	+40%	+$15K	﹤0.01%	602
2014 Q2	$37K	Hold	500	–	–	﹤0.01%	622
2014 Q1	$34K	Buy	+500	New	+$32.5K	﹤0.01%	624

Other funds holding BMO

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

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Synovus Financial's BMO Position: Q3 2020 in Review

Synovus Financial sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 439 shares — an estimated $23K sold.

Synovus Financial first reported a position in BMO in Q1 2014 and held it in 21 quarters. The position peaked at $52K in Q3 2014. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

Synovus Financial reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 439 Bank of Montreal shares in Q3 2020, an estimated $23K.
Synovus Financial first reported a position in Bank of Montreal in Q1 2014 and held it in 21 quarters.
Synovus Financial's Bank of Montreal position peaked at $52K in Q3 2014.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.