TCI Wealth Advisors’s Bank of Montreal BMO Stock Holding History

TCI Wealth 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
2020 Q1	–	Sell	-476	Closed	-$37K	–	1489
2019 Q4	$37K	Sell	476 -230	-33%	-$17.3K	0.01%	440
2019 Q3	$52K	Hold	706	–	–	0.02%	317
2019 Q2	$53K	Hold	706	–	–	0.02%	299
2019 Q1	$53K	Hold	706	–	–	0.02%	324
2018 Q4	$46K	Hold	706	–	–	0.02%	325
2018 Q3	$58K	Hold	706	–	–	0.02%	308
2018 Q2	$55K	Hold	706	–	–	0.02%	303
2018 Q1	$53K	Hold	706	–	–	0.02%	321
2017 Q4	$56K	Sell	706 -260	-27%	-$20.3K	0.02%	319
2017 Q3	$73K	Hold	966	–	–	0.04%	256
2017 Q2	$71K	Hold	966	–	–	0.04%	258
2017 Q1	$72K	Hold	966	–	–	0.04%	253
2016 Q4	$69K	Sell	966 -294	-23%	-$19.6K	0.04%	280
2016 Q3	$83K	Hold	1,260	–	–	0.05%	232
2016 Q2	$80K	Hold	1,260	–	–	0.04%	233
2016 Q1	$76K	Hold	1,260	–	–	0.04%	237
2015 Q4	$71K	Sell	1,260 -70	-5%	-$4.03K	0.04%	250
2015 Q3	$73K	Buy	+1,330	New	+$73K	0.04%	231

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

TCI Wealth Advisors's BMO Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 476 shares — an estimated $37K sold.

TCI Wealth Advisors first reported a position in BMO in Q3 2015 and held it in 18 quarters. The position peaked at $83K in Q3 2016. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

TCI Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 476 Bank of Montreal shares in Q1 2020, an estimated $37K.
TCI Wealth Advisors first reported a position in Bank of Montreal in Q3 2015 and held it in 18 quarters.
TCI Wealth Advisors's Bank of Montreal position peaked at $83K in Q3 2016.
394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.