TFG Advisers’s Bank of Montreal BMO Stock Holding History

TFG Advisers’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	-446	Closed	-$34K	–	182
2019 Q4	$34K	Buy	+446	New	+$33.6K	0.02%	300

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

TFG Advisers's BMO Position: Q1 2020 in Review

TFG Advisers sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 446 shares — an estimated $34K sold.

TFG Advisers first reported a position in BMO in Q4 2019 and held it in 1 quarter. The position peaked at $34K in Q4 2019. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

TFG Advisers reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 446 Bank of Montreal shares in Q1 2020, an estimated $34K.
TFG Advisers first reported a position in Bank of Montreal in Q4 2019 and held it in 1 quarter.
TFG Advisers's Bank of Montreal position peaked at $34K in Q4 2019.
394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.