Truepoint Inc’s Bank of Montreal BMO Stock Holding History

Truepoint Inc’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
2018 Q2	–	Sell	-227	Closed	-$3K	–	110
2018 Q1	$3K	Buy	+227	New	+$17.9K	0.02%	75

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Truepoint Inc's BMO Position: Q2 2018 in Review

Truepoint Inc sold out of Bank of Montreal (BMO) in Q2 2018, closing a stake of 227 shares — an estimated $3K sold.

Truepoint Inc first reported a position in BMO in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 439 funds tracked by Wall St. Rank hold BMO as of Q2 2018.

Truepoint Inc reported no remaining Bank of Montreal position as of Q2 2018 after selling out during the quarter.
Truepoint Inc sold 227 Bank of Montreal shares in Q2 2018, an estimated $3K.
Truepoint Inc first reported a position in Bank of Montreal in Q1 2018 and held it in 1 quarter.
Truepoint Inc's Bank of Montreal position peaked at $3K in Q1 2018.
439 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2018.

Based on Truepoint Inc's 13F filing for Q2 2018, filed 9 Aug 2018.