Tyers Asset Management’s Bank of Montreal BMO Stock Holding History

Tyers Asset Management’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
2019 Q3	$425K	Buy	5,940 +44	+0.7%	+$3.21K	0.01%	518
2019 Q2	$428K	Buy	5,896 +726	+14%	+$55.5K	0.01%	522
2019 Q1	$379K	Hold	5,170	–	–	0.01%	538
2018 Q4	$350K	Buy	5,170 +22	+0.4%	+$1.63K	0.01%	507
2018 Q3	$420K	Buy	5,148 +3,212	+166%	+$258K	0.01%	542
2018 Q2	$150K	Hold	1,936	–	–	0.01%	763
2018 Q1	$146K	Hold	1,936	–	–	0.01%	766
2017 Q4	$155K	Hold	1,936	–	–	0.01%	763
2017 Q3	$147K	Sell	1,936 -126,456	-98%	-$9.43M	0.01%	729
2017 Q2	$9.43M	Sell	128,392 -4,972	-4%	-$352K	0.35%	68
2017 Q1	$9.97M	Sell	133,364 -9,350	-7%	-$706K	0.38%	65
2016 Q4	$10.3M	Buy	+142,714	New	+$9.52M	0.43%	57

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Tyers Asset Management's BMO Position: Q3 2019 in Review

Tyers Asset Management increased its Bank of Montreal (BMO) stake by 0.75% in Q3 2019, buying an estimated $3.21K and bringing the position to 5,940 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #518.

Tyers Asset Management first reported a position in BMO in Q4 2016 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2016. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

Tyers Asset Management held 5,940 shares of Bank of Montreal worth $425K as of Q3 2019.
Tyers Asset Management bought 44 Bank of Montreal shares in Q3 2019, an estimated $3.21K.
Bank of Montreal made up 0.01% of Tyers Asset Management's portfolio in Q3 2019, its #518 holding.
Tyers Asset Management first reported a position in Bank of Montreal in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's Bank of Montreal position peaked at $10.3M in Q4 2016.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.