Concert Wealth Management’s BCE BCE Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-5,822	Closed	-$268K	–	513
2016 Q3	$268K	Buy	5,822 +1,301	+29%	+$61.7K	0.03%	530
2016 Q2	$215K	Buy	+4,521	New	+$210K	0.03%	583

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Concert Wealth Management's BCE Position: Q4 2016 in Review

Concert Wealth Management sold out of BCE (BCE) in Q4 2016, closing a stake of 5,822 shares — an estimated $268K sold.

Concert Wealth Management first reported a position in BCE in Q2 2016 and held it in 2 quarters. The position peaked at $268K in Q3 2016. 466 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

Concert Wealth Management reported no remaining BCE position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 5,822 BCE shares in Q4 2016, an estimated $268K.
Concert Wealth Management first reported a position in BCE in Q2 2016 and held it in 2 quarters.
Concert Wealth Management's BCE position peaked at $268K in Q3 2016.
466 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.