WA
BMO icon

Winfield Associates’s Bank of Montreal BMO Stock Holding History

Winfield Associates’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
Q1 		– Sell
-190
Closed -$16K – 181
2017
Q4 		$16K Hold
190
– – 0.01% 347
2017
Q3 		$14K Hold
190
– – 0.01% 353
2017
Q2 		$14K Buy
190
+20
+12% +$1.42K 0.01% 345
2017
Q1 		$13K Hold
170
– – 0.01% 349
2016
Q4 		$12K Buy
170
+30
+21% +$2K 0.01% 335
2016
Q3 		$9K Sell
140
-10
-7% -$650 0.01% 344
2016
Q2 		$10K Buy
150
+10
+7% +$634 0.01% 324
2016
Q1 		$8K Buy
+140
New +$7.67K 0.01% 334

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winfield Associates's BMO Position: Q1 2018 in Review

Winfield Associates sold out of Bank of Montreal (BMO) in Q1 2018, closing a stake of 190 shares — an estimated $16K sold.

Winfield Associates first reported a position in BMO in Q1 2016 and held it in 8 quarters. The position peaked at $16K in Q4 2017. 428 funds tracked by Wall St. Rank hold BMO as of Q1 2018.

  • Winfield Associates reported no remaining Bank of Montreal position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 190 Bank of Montreal shares in Q1 2018, an estimated $16K.
  • Winfield Associates first reported a position in Bank of Montreal in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Bank of Montreal position peaked at $16K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.