Adell Harriman & Carpenter’s BCE BCE Stock Holding History

Adell Harriman & Carpenter’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,690	Closed	-$271K	–	147
2018 Q2	$271K	Sell	6,690 -150	-2%	-$6.3K	0.05%	136
2018 Q1	$294K	Buy	6,840 +1,860	+37%	+$83.6K	0.06%	130
2017 Q4	$239K	Buy	4,980 +470	+10%	+$22.4K	0.05%	133
2017 Q3	$211K	Hold	4,510	–	–	0.05%	134
2017 Q2	$203K	Buy	+4,510	New	+$203K	0.05%	137

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Adell Harriman & Carpenter's BCE Position: Q3 2018 in Review

Adell Harriman & Carpenter sold out of BCE (BCE) in Q3 2018, closing a stake of 6,690 shares — an estimated $271K sold.

Adell Harriman & Carpenter first reported a position in BCE in Q2 2017 and held it in 5 quarters. The position peaked at $294K in Q1 2018. 483 funds tracked by Wall St. Rank hold BCE as of Q3 2018.

Adell Harriman & Carpenter reported no remaining BCE position as of Q3 2018 after selling out during the quarter.
Adell Harriman & Carpenter sold 6,690 BCE shares in Q3 2018, an estimated $271K.
Adell Harriman & Carpenter first reported a position in BCE in Q2 2017 and held it in 5 quarters.
Adell Harriman & Carpenter's BCE position peaked at $294K in Q1 2018.
483 funds tracked by Wall St. Rank held BCE as of Q3 2018.

Based on Adell Harriman & Carpenter's 13F filing for Q3 2018, filed 14 Nov 2018.