Wealthspire Advisors (Maryland)’s Bank of Montreal BMO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,432	Closed	-$107K	–	661
2019 Q1	$107K	Sell	1,432 -14	-1%	-$1.03K	0.01%	617
2018 Q4	$94K	Buy	1,446 +47	+3%	+$3.48K	0.01%	621
2018 Q3	$115K	Hold	1,399	–	–	0.01%	628
2018 Q2	$108K	Hold	1,399	–	–	0.01%	679
2018 Q1	$106K	Hold	1,399	–	–	0.01%	690
2017 Q4	$112K	Buy	1,399 +49	+4%	+$3.82K	0.01%	669
2017 Q3	$102K	Sell	1,350 -42	-3%	-$3.13K	0.01%	696
2017 Q2	$102K	Buy	1,392 +15	+1%	+$1.06K	0.01%	688
2017 Q1	$103K	Buy	1,377 +23	+2%	+$1.74K	0.01%	589
2016 Q4	$97K	Hold	1,354	–	–	0.01%	591
2016 Q3	$89K	Hold	1,354	–	–	0.01%	601
2016 Q2	$86K	Hold	1,354	–	–	0.01%	564
2016 Q1	$82K	Sell	1,354 -764	-36%	-$41.9K	0.01%	570
2015 Q4	$119K	Buy	+2,118	New	+$122K	0.02%	482

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BMO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bank of Montreal (BMO) in Q2 2019, closing a stake of 1,432 shares — an estimated $107K sold.

Wealthspire Advisors (Maryland) first reported a position in BMO in Q4 2015 and held it in 14 quarters. The position peaked at $119K in Q4 2015. 443 funds tracked by Wall St. Rank hold BMO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Bank of Montreal position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,432 Bank of Montreal shares in Q2 2019, an estimated $107K.
Wealthspire Advisors (Maryland) first reported a position in Bank of Montreal in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Bank of Montreal position peaked at $119K in Q4 2015.
443 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.