Advisory Research’s BCE BCE Stock Holding History

Advisory Research’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 Q2	–	Sell	-7,711	Closed	-$332K	–	370
2018 Q1	$332K	Hold	7,711	–	–	0.01%	341
2017 Q4	$370K	Sell	7,711 -373	-5%	-$17.8K	0.01%	362
2017 Q3	$379K	Sell	8,084 -419	-5%	-$19.6K	0.01%	379
2017 Q2	$383K	Buy	8,503 +167	+2%	+$7.53K	0.01%	387
2017 Q1	$369K	Hold	8,336	–	–	0.01%	373
2016 Q4	$360K	Sell	8,336 -420	-5%	-$18.5K	0.01%	337
2016 Q3	$404K	Hold	8,756	–	–	0.01%	219
2016 Q2	$414K	Sell	8,756 -805	-8%	-$37.3K	0.01%	218
2016 Q1	$435K	Hold	9,561	–	–	0.01%	221
2015 Q4	$369K	Sell	9,561 -8,455	-47%	-$356K	0.01%	250
2015 Q3	$738K	Buy	18,016 +840	+5%	+$34.5K	0.01%	227
2015 Q2	$730K	Buy	17,176 +5,000	+41%	+$220K	0.01%	257
2015 Q1	$516K	Sell	12,176 -1,309	-10%	-$58.3K	0.01%	293
2014 Q4	$618K	Hold	13,485	–	–	0.01%	292
2014 Q3	$577K	Buy	13,485 +745	+6%	+$33.3K	0.01%	291
2014 Q2	$578K	Sell	12,740 -2,110	-14%	-$95.1K	0.01%	284
2014 Q1	$641K	Buy	+14,850	New	+$632K	0.01%	281

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Advisory Research's BCE Position: Q2 2018 in Review

Advisory Research sold out of BCE (BCE) in Q2 2018, closing a stake of 7,711 shares — an estimated $332K sold.

Advisory Research first reported a position in BCE in Q1 2014 and held it in 17 quarters. The position peaked at $738K in Q3 2015. 496 funds tracked by Wall St. Rank hold BCE as of Q2 2018.

Advisory Research reported no remaining BCE position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 7,711 BCE shares in Q2 2018, an estimated $332K.
Advisory Research first reported a position in BCE in Q1 2014 and held it in 17 quarters.
Advisory Research's BCE position peaked at $738K in Q3 2015.
496 funds tracked by Wall St. Rank held BCE as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.