Thompson Siegel & Walmsley’s Bank of Montreal BMO Stock Holding History

Thompson Siegel & Walmsley’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	-44	Closed	-$3K	–	659
2019 Q4	$3K	Hold	44	–	–	﹤0.01%	687
2019 Q3	$3K	Hold	44	–	–	﹤0.01%	699
2019 Q2	$3K	Hold	44	–	–	﹤0.01%	709
2019 Q1	$3K	Sell	44 -1,000	-96%	-$74K	﹤0.01%	641
2018 Q4	$68K	Hold	1,044	–	–	﹤0.01%	456
2018 Q3	$86K	Hold	1,044	–	–	﹤0.01%	467
2018 Q2	$81K	Hold	1,044	–	–	﹤0.01%	484
2018 Q1	$79K	Buy	1,044 +1,000	+2,273%	+$78.7K	﹤0.01%	477
2017 Q4	$4K	Hold	44	–	–	﹤0.01%	793
2017 Q3	$3K	Hold	44	–	–	﹤0.01%	801
2017 Q2	$3K	Hold	44	–	–	﹤0.01%	776
2017 Q1	$3K	Buy	+44	New	+$3.32K	﹤0.01%	767

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

Thompson Siegel & Walmsley's BMO Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 44 shares — an estimated $3K sold.

Thompson Siegel & Walmsley first reported a position in BMO in Q1 2017 and held it in 12 quarters. The position peaked at $86K in Q3 2018. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

Thompson Siegel & Walmsley reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
Thompson Siegel & Walmsley sold 44 Bank of Montreal shares in Q1 2020, an estimated $3K.
Thompson Siegel & Walmsley first reported a position in Bank of Montreal in Q1 2017 and held it in 12 quarters.
Thompson Siegel & Walmsley's Bank of Montreal position peaked at $86K in Q3 2018.
394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.