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West Oak Capital’s Bank of Montreal BMO Stock Holding History

West Oak Capital’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
2017
Q3 		– Sell
-200
Closed -$14.7K – 336
2017
Q2 		$14.7K Sell
200
-150
-43% -$10.6K 0.01% 266
2017
Q1 		$26.2K Hold
350
– – 0.02% 222
2016
Q4 		$25.2K Buy
350
+200
+133% +$13.3K 0.02% 229
2016
Q3 		$9.84K Buy
+150
New +$9.75K 0.01% 295

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

West Oak Capital's BMO Position: Q3 2017 in Review

West Oak Capital sold out of Bank of Montreal (BMO) in Q3 2017, closing a stake of 200 shares — an estimated $14.7K sold.

West Oak Capital first reported a position in BMO in Q3 2016 and held it in 4 quarters. The position peaked at $26.2K in Q1 2017. 395 funds tracked by Wall St. Rank hold BMO as of Q3 2017.

  • West Oak Capital reported no remaining Bank of Montreal position as of Q3 2017 after selling out during the quarter.
  • West Oak Capital sold 200 Bank of Montreal shares in Q3 2017, an estimated $14.7K.
  • West Oak Capital first reported a position in Bank of Montreal in Q3 2016 and held it in 4 quarters.
  • West Oak Capital's Bank of Montreal position peaked at $26.2K in Q1 2017.
  • 395 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.