Atherton Lane Advisers’s BCE BCE Stock Holding History

Atherton Lane Advisers’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
2015 Q4	–	Sell	-5,650	Closed	-$231K	–	235
2015 Q3	$231K	Sell	5,650 -280	-5%	-$11.5K	0.01%	207
2015 Q2	$252K	Hold	5,930	–	–	0.01%	206
2015 Q1	$251K	Sell	5,930 -151	-2%	-$6.73K	0.01%	232
2014 Q4	$279K	Buy	6,081 +195	+3%	+$8.76K	0.02%	230
2014 Q3	$252K	Hold	5,886	–	–	0.01%	230
2014 Q2	$267K	Hold	5,886	–	–	0.01%	233
2014 Q1	$254K	Sell	5,886 -200	-3%	-$8.51K	0.02%	137
2013 Q4	$263K	Buy	6,086 +10	+0.2%	+$435	0.02%	131
2013 Q3	$259K	Hold	6,076	–	–	0.02%	120
2013 Q2	$249K	Buy	+6,076	New	+$275K	0.02%	122

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

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

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

Atherton Lane Advisers's BCE Position: Q4 2015 in Review

Atherton Lane Advisers sold out of BCE (BCE) in Q4 2015, closing a stake of 5,650 shares — an estimated $231K sold.

Atherton Lane Advisers first reported a position in BCE in Q2 2013 and held it in 10 quarters. The position peaked at $279K in Q4 2014. 428 funds tracked by Wall St. Rank hold BCE as of Q4 2015.

Atherton Lane Advisers reported no remaining BCE position as of Q4 2015 after selling out during the quarter.
Atherton Lane Advisers sold 5,650 BCE shares in Q4 2015, an estimated $231K.
Atherton Lane Advisers first reported a position in BCE in Q2 2013 and held it in 10 quarters.
Atherton Lane Advisers's BCE position peaked at $279K in Q4 2014.
428 funds tracked by Wall St. Rank held BCE as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.