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Wagner Wealth Management (South Carolina)’s Bank of Montreal BMO Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q1 		– Sell
-126
Closed -$10K – 633
2017
Q4 		$10K Buy
+126
New +$9.82K 0.01% 400

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BMO Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 126 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in BMO in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 126 Bank of Montreal shares in Q1 2018, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in Bank of Montreal in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Bank of Montreal position peaked at $10K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.