WealthStone’s Bank of Montreal BMO Stock Holding History

WealthStone’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 Q3	–	Sell	-46	Closed	-$3.47K	–	128
2019 Q2	$3.47K	Buy	+46	New	+$3.52K	﹤0.01%	417

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WealthStone's BMO Position: Q3 2019 in Review

WealthStone sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 46 shares — an estimated $3.47K sold.

WealthStone first reported a position in BMO in Q2 2019 and held it in 1 quarter. The position peaked at $3.47K in Q2 2019. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

WealthStone reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
WealthStone sold 46 Bank of Montreal shares in Q3 2019, an estimated $3.47K.
WealthStone first reported a position in Bank of Montreal in Q2 2019 and held it in 1 quarter.
WealthStone's Bank of Montreal position peaked at $3.47K in Q2 2019.
430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.