Capstone Asset Management’s BCE BCE Stock Holding History

Capstone Asset 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
2017 Q2	$8.11M	Sell	180,090 -5,816	-3%	-$262K	0.23%	115
2017 Q1	$8.23M	Sell	185,906 -21,565	-10%	-$950K	0.23%	107
2016 Q4	$8.97M	Buy	207,471 +2,330	+1%	+$103K	0.26%	93
2016 Q3	$9.47M	Buy	205,141 +6,596	+3%	+$313K	0.27%	78
2016 Q2	$9.39M	Buy	198,545 +4,956	+3%	+$230K	0.28%	76
2016 Q1	$8.82M	Sell	193,589 -71,763	-27%	-$3M	0.25%	93
2015 Q4	$10.2M	Buy	265,352 +2,727	+1%	+$115K	0.3%	75
2015 Q3	$10.8M	Buy	262,625 +1,674	+0.6%	+$68.7K	0.33%	64
2015 Q2	$11.1M	Sell	260,951 -2,130	-0.8%	-$93.5K	0.32%	75
2015 Q1	$11.1M	Buy	263,081 +19,649	+8%	+$876K	0.31%	64
2014 Q4	$11.2M	Buy	243,432 +58,379	+32%	+$2.62M	0.32%	66
2014 Q3	$7.91M	Sell	185,053 -2,406	-1%	-$107K	0.27%	88
2014 Q2	$8.5M	Buy	187,459 +3,210	+2%	+$145K	0.27%	78
2014 Q1	$7.95M	Buy	184,249 +12,643	+7%	+$538K	0.24%	90
2013 Q4	$7.43M	Buy	171,606 +3,337	+2%	+$145K	0.22%	101
2013 Q3	$7.18M	Buy	168,269 +5,166	+3%	+$215K	0.17%	121
2013 Q2	$6.69M	Buy	+163,103	New	+$7.39M	0.18%	117

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Capstone Asset Management's BCE Position: Q2 2017 in Review

Capstone Asset Management reduced its BCE (BCE) stake by 3.1% in Q2 2017, selling an estimated $262K and leaving 180,090 shares worth $8.11M. The position accounts for 0.23% of the portfolio, ranked #115.

Capstone Asset Management first reported a position in BCE in Q2 2013 and has held it in 17 quarters since. The position peaked at $11.2M in Q4 2014. 451 funds tracked by Wall St. Rank hold BCE as of Q2 2017.

Capstone Asset Management held 180,090 shares of BCE worth $8.11M as of Q2 2017.
Capstone Asset Management sold 5,816 BCE shares in Q2 2017, an estimated $262K.
BCE made up 0.23% of Capstone Asset Management's portfolio in Q2 2017, its #115 holding.
Capstone Asset Management first reported a position in BCE in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's BCE position peaked at $11.2M in Q4 2014.
451 funds tracked by Wall St. Rank held BCE as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.