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Walled Lake Planning & Wealth Management’s Bank of Montreal BMO Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q3 		– Sell
-25
Closed -$1K – 342
2020
Q2 		$1K Sell
25
-118
-83% -$6.02K ﹤0.01% 301
2020
Q1 		$7K Sell
143
-48,976
-100% -$3.32M 0.01% 205
2019
Q4 		$3.81M Buy
+49,119
New +$3.7M 2.75% 19

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

Walled Lake Planning & Wealth Management's BMO Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Bank of Montreal (BMO) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in BMO in Q4 2019 and held it in 3 quarters. The position peaked at $3.81M in Q4 2019. 357 funds tracked by Wall St. Rank hold BMO as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Bank of Montreal position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 25 Bank of Montreal shares in Q3 2020, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Bank of Montreal in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Bank of Montreal position peaked at $3.81M in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.