TI
BMO icon

tru Independence’s Bank of Montreal BMO Stock Holding History

tru Independence’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
-100
Closed -$5K – 380
2020
Q2 		$5K Hold
100
– – ﹤0.01% 693
2020
Q1 		$5K Sell
100
-2,301
-96% -$156K ﹤0.01% 522
2019
Q4 		$80K Buy
+2,401
New +$181K 0.01% 328

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

tru Independence's BMO Position: Q3 2020 in Review

tru Independence sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

tru Independence first reported a position in BMO in Q4 2019 and held it in 3 quarters. The position peaked at $80K in Q4 2019. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

  • tru Independence reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 100 Bank of Montreal shares in Q3 2020, an estimated $5K.
  • tru Independence first reported a position in Bank of Montreal in Q4 2019 and held it in 3 quarters.
  • tru Independence's Bank of Montreal position peaked at $80K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.