CapWealth Advisors’s BCE BCE Stock Holding History

CapWealth Advisors’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
2014 Q2	–	Sell	-350	Closed	-$15K	–	358
2014 Q1	$15K	Hold	350	–	–	﹤0.01%	214
2013 Q4	$15K	Hold	350	–	–	﹤0.01%	228
2013 Q3	$15K	Hold	350	–	–	﹤0.01%	267
2013 Q2	$14K	Buy	+350	New	+$15.9K	﹤0.01%	256

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CapWealth Advisors's BCE Position: Q2 2014 in Review

CapWealth Advisors sold out of BCE (BCE) in Q2 2014, closing a stake of 350 shares — an estimated $15K sold.

CapWealth Advisors first reported a position in BCE in Q2 2013 and held it in 4 quarters. The position peaked at $15K in Q1 2014. 423 funds tracked by Wall St. Rank hold BCE as of Q2 2014.

CapWealth Advisors reported no remaining BCE position as of Q2 2014 after selling out during the quarter.
CapWealth Advisors sold 350 BCE shares in Q2 2014, an estimated $15K.
CapWealth Advisors first reported a position in BCE in Q2 2013 and held it in 4 quarters.
CapWealth Advisors's BCE position peaked at $15K in Q1 2014.
423 funds tracked by Wall St. Rank held BCE as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.