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Capstone Financial Group’s BCE BCE Stock Holding History

Capstone Financial Group’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
2020
Q3 		$47K Sell
1,128
-537
-32% -$22.7K 0.04% 130
2020
Q2 		$68K Sell
1,665
-2,450
-60% -$101K 0.06% 107
2020
Q1 		$168K Hold
4,115
– – 0.17% 79
2019
Q4 		$191K Buy
+4,115
New +$197K 0.18% 78

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capstone Financial Group's BCE Position: Q3 2020 in Review

Capstone Financial Group reduced its BCE (BCE) stake by 32% in Q3 2020, selling an estimated $22.7K and leaving 1,128 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #130.

Capstone Financial Group first reported a position in BCE in Q4 2019 and has held it in 4 quarters since. The position peaked at $191K in Q4 2019. 491 funds tracked by Wall St. Rank hold BCE as of Q3 2020.

  • Capstone Financial Group held 1,128 shares of BCE worth $47K as of Q3 2020.
  • Capstone Financial Group sold 537 BCE shares in Q3 2020, an estimated $22.7K.
  • BCE made up 0.04% of Capstone Financial Group's portfolio in Q3 2020, its #130 holding.
  • Capstone Financial Group first reported a position in BCE in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's BCE position peaked at $191K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held BCE as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.