Calvert Investment Management’s BCE BCE Stock Holding History

Calvert Investment Management’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
2016 Q2	–	Sell	-16,300	Closed	-$742K	–	763
2016 Q1	$742K	Hold	16,300	–	–	0.03%	385
2015 Q4	$630K	Sell	16,300 -7,500	-32%	-$316K	0.03%	402
2015 Q3	$975K	Buy	23,800 +800	+3%	+$32.8K	0.05%	226
2015 Q2	$978K	Buy	23,000 +1,500	+7%	+$65.9K	0.04%	241
2015 Q1	$911K	Buy	21,500 +800	+4%	+$35.7K	0.06%	240
2014 Q4	$949K	Sell	20,700 -56,000	-73%	-$2.51M	0.07%	231
2014 Q3	$3.28M	Sell	76,700 -119,200	-61%	-$5.33M	0.24%	115
2014 Q2	$8.89M	Sell	195,900 -42,900	-18%	-$1.93M	0.6%	52
2014 Q1	$10.3M	Buy	238,800 +52,200	+28%	+$2.22M	0.73%	49
2013 Q4	$8.08M	Buy	186,600 +92,500	+98%	+$4.02M	0.59%	62
2013 Q3	$4.02M	Buy	+94,100	New	+$3.91M	0.5%	76

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Calvert Investment Management's BCE Position: Q2 2016 in Review

Calvert Investment Management sold out of BCE (BCE) in Q2 2016, closing a stake of 16,300 shares — an estimated $742K sold.

Calvert Investment Management first reported a position in BCE in Q3 2013 and held it in 11 quarters. The position peaked at $10.3M in Q1 2014. 448 funds tracked by Wall St. Rank hold BCE as of Q2 2016.

Calvert Investment Management reported no remaining BCE position as of Q2 2016 after selling out during the quarter.
Calvert Investment Management sold 16,300 BCE shares in Q2 2016, an estimated $742K.
Calvert Investment Management first reported a position in BCE in Q3 2013 and held it in 11 quarters.
Calvert Investment Management's BCE position peaked at $10.3M in Q1 2014.
448 funds tracked by Wall St. Rank held BCE as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.