Voit & Company’s Bank of Montreal BMO Stock Holding History

Voit & Company’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	-22,062	Closed	-$1.71M	–	62
2019 Q4	$1.71M	Sell	22,062 -3,187	-13%	-$240K	1.52%	25
2019 Q3	$1.86M	Sell	25,249 -2,750	-10%	-$200K	1.85%	22
2019 Q2	$2.11M	Sell	27,999 -5,425	-16%	-$415K	2.02%	24
2019 Q1	$2.5M	Sell	33,424 -555	-2%	-$41K	2.64%	17
2018 Q4	$2.22M	Buy	+33,979	New	+$2.52M	2.79%	12

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Voit & Company's BMO Position: Q1 2020 in Review

Voit & Company sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 22,062 shares — an estimated $1.71M sold.

Voit & Company first reported a position in BMO in Q4 2018 and held it in 5 quarters. The position peaked at $2.5M in Q1 2019. 396 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

Voit & Company reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
Voit & Company sold 22,062 Bank of Montreal shares in Q1 2020, an estimated $1.71M.
Voit & Company first reported a position in Bank of Montreal in Q4 2018 and held it in 5 quarters.
Voit & Company's Bank of Montreal position peaked at $2.5M in Q1 2019.
396 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Voit & Company's 13F filing for Q1 2020, filed 1 May 2020.