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WFG Advisors’s Bank of Montreal BMO Stock Holding History

WFG Advisors’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
Q2 		$147K Sell
2,000
-150
-7% -$10.6K 0.03% 441
2017
Q1 		$161K Sell
2,150
-1,150
-35% -$86.8K 0.04% 376
2016
Q4 		$237K Sell
3,300
-50
-1% -$3.33K 0.06% 335
2016
Q3 		$220K Sell
3,350
-200
-6% -$13K 0.05% 343
2016
Q2 		$225K Sell
3,550
-100
-3% -$6.34K 0.06% 303
2016
Q1 		$222K Sell
3,650
-100
-3% -$5.48K 0.06% 275
2015
Q4 		$212K Sell
3,750
-200
-5% -$11.5K 0.06% 277
2015
Q3 		$215K Buy
3,950
+216
+6% +$11.9K 0.07% 276
2015
Q2 		$221K Sell
3,734
-1,547
-29% -$97.1K 0.06% 316
2015
Q1 		$317K Buy
5,281
+954
+22% +$59.2K 0.09% 242
2014
Q4 		$306K Buy
4,327
+2,104
+95% +$151K 0.06% 330
2014
Q3 		$164K Buy
2,223
+903
+68% +$67.9K 0.03% 501
2014
Q2 		$97K Buy
1,320
+1,101
+503% +$76.8K 0.02% 670
2014
Q1 		$15K Sell
219
-24,306
-99% -$1.58M ﹤0.01% 1352
2013
Q4 		$1.64M Buy
24,525
+2
+0% +$136 0.23% 103
2013
Q3 		$1.64M Sell
24,523
-1,086
-4% -$68.1K 0.25% 93
2013
Q2 		$1.49M Buy
+25,609
New +$1.55M 0.25% 100

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

WFG Advisors's BMO Position: Q2 2017 in Review

WFG Advisors reduced its Bank of Montreal (BMO) stake by 7% in Q2 2017, selling an estimated $10.6K and leaving 2,000 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #441.

WFG Advisors first reported a position in BMO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.64M in Q3 2013. 399 funds tracked by Wall St. Rank hold BMO as of Q2 2017.

  • WFG Advisors held 2,000 shares of Bank of Montreal worth $147K as of Q2 2017.
  • WFG Advisors sold 150 Bank of Montreal shares in Q2 2017, an estimated $10.6K.
  • Bank of Montreal made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #441 holding.
  • WFG Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Bank of Montreal position peaked at $1.64M in Q3 2013.
  • 399 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.