Crescent Grove Advisors’s BCE BCE Stock Holding History

Crescent Grove 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
2021 Q4	–	Sell	-25,415	Closed	-$1.29M	–	293
2021 Q3	$1.29M	Sell	25,415 -1,000	-4%	-$50.6K	0.14%	88
2021 Q2	$1.32M	Hold	26,415	–	–	0.14%	83
2021 Q1	$1.21M	Hold	26,415	–	–	0.14%	80
2020 Q4	$1.15M	Hold	26,415	–	–	0.15%	74
2020 Q3	$1.11M	Hold	26,415	–	–	0.22%	58
2020 Q2	$1.12M	Hold	26,415	–	–	0.24%	49
2020 Q1	$1.09M	Buy	26,415 +1,000	+4%	+$44.8K	0.24%	50
2019 Q4	$1.19M	Hold	25,415	–	–	0.21%	62
2019 Q3	$1.25M	Hold	25,415	–	–	0.24%	54
2019 Q2	$1.17M	Hold	25,415	–	–	0.22%	57
2019 Q1	$1.14M	Hold	25,415	–	–	0.23%	52
2018 Q4	$1.02M	Hold	25,415	–	–	0.22%	56
2018 Q3	$1.04M	Hold	25,415	–	–	0.23%	54
2018 Q2	$1.04M	Buy	25,415 +2,915	+13%	+$122K	0.26%	54
2018 Q1	$982K	Hold	22,500	–	–	0.24%	55
2017 Q4	$1.09M	Hold	22,500	–	–	0.27%	50
2017 Q3	$1.07M	Hold	22,500	–	–	0.27%	52
2017 Q2	$1.03M	Buy	+22,500	New	+$1.01M	0.3%	49

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Crescent Grove Advisors's BCE Position: Q4 2021 in Review

Crescent Grove Advisors sold out of BCE (BCE) in Q4 2021, closing a stake of 25,415 shares — an estimated $1.29M sold.

Crescent Grove Advisors first reported a position in BCE in Q2 2017 and held it in 18 quarters. The position peaked at $1.32M in Q2 2021. 606 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Crescent Grove Advisors reported no remaining BCE position as of Q4 2021 after selling out during the quarter.
Crescent Grove Advisors sold 25,415 BCE shares in Q4 2021, an estimated $1.29M.
Crescent Grove Advisors first reported a position in BCE in Q2 2017 and held it in 18 quarters.
Crescent Grove Advisors's BCE position peaked at $1.32M in Q2 2021.
606 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Crescent Grove Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.