Taylor Hoffman Wealth Management’s Bank of Montreal BMO Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-50	Closed	-$3K	–	142
2020 Q2	$3K	Buy	+50	New	+$2.55K	﹤0.01%	347
2020 Q1	–	Sell	-50	Closed	-$4K	–	139
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	364
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	363
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	342
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	341
2018 Q4	$3K	Buy	+50	New	+$3.71K	﹤0.01%	346

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

Taylor Hoffman Wealth Management's BMO Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in BMO in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 50 Bank of Montreal shares in Q3 2020, an estimated $3K.
Taylor Hoffman Wealth Management first reported a position in Bank of Montreal in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Bank of Montreal position peaked at $4K in Q4 2019.
357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.