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WealthPLAN Partners’s Bank of Montreal BMO Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-90
Closed -$6.7K – 207
2017
Q1 		$6.7K Buy
+90
New +$6.8K 0.02% 314
2016
Q3 		$5.66K Sell
89
-87
-49% -$5.65K ﹤0.01% 696
2016
Q2 		$5.57K Buy
+176
New +$11.2K ﹤0.01% 1943

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's BMO Position: Q2 2017 in Review

WealthPLAN Partners sold out of Bank of Montreal (BMO) in Q2 2017, closing a stake of 90 shares — an estimated $6.7K sold.

WealthPLAN Partners first reported a position in BMO in Q2 2016 and held it in 3 quarters. The position peaked at $6.7K in Q1 2017. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • WealthPLAN Partners reported no remaining Bank of Montreal position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 90 Bank of Montreal shares in Q2 2017, an estimated $6.7K.
  • WealthPLAN Partners first reported a position in Bank of Montreal in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Bank of Montreal position peaked at $6.7K in Q1 2017.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.