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Avalon Investment & Advisory’s BCE BCE Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-19,171
Closed -$920K – 349
2017
Q4 		$920K Buy
19,171
+2,729
+17% +$130K 0.03% 262
2017
Q3 		$770K Buy
16,442
+3,853
+31% +$180K 0.02% 281
2017
Q2 		$567K Buy
12,589
+2,833
+29% +$128K 0.02% 310
2017
Q1 		$432K Sell
9,756
-12,546
-56% -$553K 0.01% 316
2016
Q4 		$964K Buy
22,302
+429
+2% +$18.9K 0.03% 233
2016
Q3 		$1.01M Buy
21,873
+3,264
+18% +$155K 0.04% 209
2016
Q2 		$880K Buy
18,609
+821
+5% +$38K 0.03% 201
2016
Q1 		$810K Buy
17,788
+368
+2% +$15.4K 0.04% 175
2015
Q4 		$673K Buy
17,420
+3,756
+27% +$158K 0.03% 186
2015
Q3 		$560K Buy
13,664
+3,927
+40% +$161K 0.02% 194
2015
Q2 		$414K Sell
9,737
-3,028
-24% -$133K 0.02% 212
2015
Q1 		$541K Buy
12,765
+2,050
+19% +$91.4K 0.02% 161
2014
Q4 		$491K Buy
+10,715
New +$481K 0.02% 143

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avalon Investment & Advisory's BCE Position: Q1 2018 in Review

Avalon Investment & Advisory sold out of BCE (BCE) in Q1 2018, closing a stake of 19,171 shares — an estimated $920K sold.

Avalon Investment & Advisory first reported a position in BCE in Q4 2014 and held it in 13 quarters. The position peaked at $1.01M in Q3 2016. 503 funds tracked by Wall St. Rank hold BCE as of Q1 2018.

  • Avalon Investment & Advisory reported no remaining BCE position as of Q1 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 19,171 BCE shares in Q1 2018, an estimated $920K.
  • Avalon Investment & Advisory first reported a position in BCE in Q4 2014 and held it in 13 quarters.
  • Avalon Investment & Advisory's BCE position peaked at $1.01M in Q3 2016.
  • 503 funds tracked by Wall St. Rank held BCE as of Q1 2018.

Based on Avalon Investment & Advisory's 13F filing for Q1 2018, filed 15 May 2018.