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Weld Capital Management’s Bank of Montreal BMO Stock Holding History

Weld Capital Management’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
-10,569
Closed -$797K – 779
2019
Q2 		$797K Buy
+10,569
New +$808K 0.15% 247

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Weld Capital Management's BMO Position: Q3 2019 in Review

Weld Capital Management sold out of Bank of Montreal (BMO) in Q3 2019, closing a stake of 10,569 shares — an estimated $797K sold.

Weld Capital Management first reported a position in BMO in Q2 2019 and held it in 1 quarter. The position peaked at $797K in Q2 2019. 430 funds tracked by Wall St. Rank hold BMO as of Q3 2019.

  • Weld Capital Management reported no remaining Bank of Montreal position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 10,569 Bank of Montreal shares in Q3 2019, an estimated $797K.
  • Weld Capital Management first reported a position in Bank of Montreal in Q2 2019 and held it in 1 quarter.
  • Weld Capital Management's Bank of Montreal position peaked at $797K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.