Catawba Capital Management’s BCE BCE Stock Holding History

Catawba Capital 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
2018 Q2	$425K	Hold	10,500	–	–	0.1%	144
2018 Q1	$452K	Hold	10,500	–	–	0.11%	138
2017 Q4	$504K	Hold	10,500	–	–	0.11%	134
2017 Q3	$492K	Hold	10,500	–	–	0.11%	143
2017 Q2	$473K	Buy	10,500 +320	+3%	+$14.4K	0.11%	153
2017 Q1	$451K	Hold	10,180	–	–	0.1%	166
2016 Q4	$440K	Sell	10,180 -5,955	-37%	-$263K	0.1%	166
2016 Q3	$745K	Buy	16,135 +11,430	+243%	+$542K	0.18%	124
2016 Q2	$223K	Buy	+4,705	New	+$218K	0.05%	212

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Catawba Capital Management's BCE Position: Q2 2018 in Review

Catawba Capital Management held its BCE (BCE) position steady in Q2 2018 at 10,500 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #144.

Catawba Capital Management first reported a position in BCE in Q2 2016 and has held it in 9 quarters since. The position peaked at $745K in Q3 2016. 495 funds tracked by Wall St. Rank hold BCE as of Q2 2018.

Catawba Capital Management held 10,500 shares of BCE worth $425K as of Q2 2018.
Catawba Capital Management left its BCE share count unchanged in Q2 2018.
BCE made up 0.1% of Catawba Capital Management's portfolio in Q2 2018, its #144 holding.
Catawba Capital Management first reported a position in BCE in Q2 2016 and has held it in 9 quarters since.
Catawba Capital Management's BCE position peaked at $745K in Q3 2016.
495 funds tracked by Wall St. Rank held BCE as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.