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WealthTrust Fairport’s Bank of Montreal BMO Stock Holding History

WealthTrust Fairport’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
2018
Q3 		– Sell
-100
Closed -$8K – 511
2018
Q2 		$8K Buy
+100
New +$7.7K ﹤0.01% 390

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthTrust Fairport's BMO Position: Q3 2018 in Review

WealthTrust Fairport sold out of Bank of Montreal (BMO) in Q3 2018, closing a stake of 100 shares — an estimated $8K sold.

WealthTrust Fairport first reported a position in BMO in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 452 funds tracked by Wall St. Rank hold BMO as of Q3 2018.

  • WealthTrust Fairport reported no remaining Bank of Montreal position as of Q3 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 100 Bank of Montreal shares in Q3 2018, an estimated $8K.
  • WealthTrust Fairport first reported a position in Bank of Montreal in Q2 2018 and held it in 1 quarter.
  • WealthTrust Fairport's Bank of Montreal position peaked at $8K in Q2 2018.
  • 452 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2018.

Based on WealthTrust Fairport's 13F filing for Q3 2018, filed 2 Nov 2018.