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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 $528B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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 $56.9B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 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 $57.1B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return