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Wealth Quarterback’s Bank of Montreal BMO Stock Holding History

Wealth Quarterback’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
Q2 		– Sell
-96
Closed -$4.84K – 183
2020
Q1 		$4.84K Sell
96
-18
-16% -$1.22K ﹤0.01% 624
2019
Q4 		$8.86K Buy
+114
New +$8.58K 0.01% 555

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
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Wealth Quarterback's BMO Position: Q2 2020 in Review

Wealth Quarterback sold out of Bank of Montreal (BMO) in Q2 2020, closing a stake of 96 shares — an estimated $4.84K sold.

Wealth Quarterback first reported a position in BMO in Q4 2019 and held it in 2 quarters. The position peaked at $8.86K in Q4 2019. 374 funds tracked by Wall St. Rank hold BMO as of Q2 2020.

  • Wealth Quarterback reported no remaining Bank of Montreal position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 96 Bank of Montreal shares in Q2 2020, an estimated $4.84K.
  • Wealth Quarterback first reported a position in Bank of Montreal in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Bank of Montreal position peaked at $8.86K in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.