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Wealthcare Capital Management’s Bank of Montreal BMO Stock Holding History

Wealthcare Capital 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
Q1 		– Sell
-54
Closed -$4K – 295
2019
Q4 		$4K Buy
+54
New +$4.07K ﹤0.01% 275

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

Wealthcare Capital Management's BMO Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Bank of Montreal (BMO) in Q1 2020, closing a stake of 54 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in BMO in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 394 funds tracked by Wall St. Rank hold BMO as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Bank of Montreal position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 54 Bank of Montreal shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Bank of Montreal in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Bank of Montreal position peaked at $4K in Q4 2019.
  • 394 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.