Charles Schwab Investment Advisory’s BCE BCE Stock Holding History

Charles Schwab Investment Advisory’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 Q1	–	Sell	-8,305,338	Closed	-$385M	–	67
2019 Q4	$385M	Buy	8,305,338 +325,345	+4%	+$15.6M	0.55%	47
2019 Q3	$386M	Buy	7,979,993 +282,302	+4%	+$13.2M	0.59%	42
2019 Q2	$350M	Buy	7,697,691 +273,004	+4%	+$12.3M	0.56%	49
2019 Q1	$330M	Buy	7,424,687 +261,519	+4%	+$11.3M	0.56%	48
2018 Q4	$283M	Buy	7,163,168 +212,106	+3%	+$8.68M	0.54%	52
2018 Q3	$282M	Buy	6,951,062 +204,811	+3%	+$8.44M	0.49%	63
2018 Q2	$273M	Buy	+6,746,251	New	+$283M	0.5%	59

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab Investment Advisory's BCE Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of BCE (BCE) in Q1 2020, closing a stake of 8,305,338 shares — an estimated $385M sold.

Charles Schwab Investment Advisory first reported a position in BCE in Q2 2018 and held it in 7 quarters. The position peaked at $386M in Q3 2019. 514 funds tracked by Wall St. Rank hold BCE as of Q1 2020.

Charles Schwab Investment Advisory reported no remaining BCE position as of Q1 2020 after selling out during the quarter.
Charles Schwab Investment Advisory sold 8,305,338 BCE shares in Q1 2020, an estimated $385M.
Charles Schwab Investment Advisory first reported a position in BCE in Q2 2018 and held it in 7 quarters.
Charles Schwab Investment Advisory's BCE position peaked at $386M in Q3 2019.
514 funds tracked by Wall St. Rank held BCE as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.