Diversified Trust’s BCE BCE Stock Holding History

Diversified Trust’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	–	Sell	-8,825	Closed	-$380K	–	324
2018 Q1	$380K	Buy	8,825 +408	+5%	+$18.3K	0.02%	189
2017 Q4	$404K	Sell	8,417 -1,926	-19%	-$91.7K	0.02%	183
2017 Q3	$484K	Buy	+10,343	New	+$484K	0.04%	163

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Diversified Trust's BCE Position: Q2 2018 in Review

Diversified Trust sold out of BCE (BCE) in Q2 2018, closing a stake of 8,825 shares — an estimated $380K sold.

Diversified Trust first reported a position in BCE in Q3 2017 and held it in 3 quarters. The position peaked at $484K in Q3 2017. 496 funds tracked by Wall St. Rank hold BCE as of Q2 2018.

Diversified Trust reported no remaining BCE position as of Q2 2018 after selling out during the quarter.
Diversified Trust sold 8,825 BCE shares in Q2 2018, an estimated $380K.
Diversified Trust first reported a position in BCE in Q3 2017 and held it in 3 quarters.
Diversified Trust's BCE position peaked at $484K in Q3 2017.
496 funds tracked by Wall St. Rank held BCE as of Q2 2018.

Based on Diversified Trust's 13F filing for Q2 2018, filed 23 Jul 2018.