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	–	668
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return