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Evercore Wealth Management’s BCE BCE Stock Holding History

Evercore 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
2019
Q3 		– Sell
-22,272
Closed -$1.01M – 403
2019
Q2 		$1.01M Buy
22,272
+8,902
+67% +$402K 0.03% 203
2019
Q1 		$594K Buy
13,370
+5
+0% +$216 0.02% 251
2018
Q4 		$529K Buy
13,365
+3,214
+32% +$132K 0.02% 248
2018
Q3 		$411K Buy
10,151
+1,354
+15% +$55.8K 0.01% 302
2018
Q2 		$356K Buy
8,797
+876
+11% +$36.8K 0.01% 308
2018
Q1 		$340K Buy
7,921
+802
+11% +$36K 0.01% 285
2017
Q4 		$342K Hold
7,119
– – 0.01% 291
2017
Q3 		$334K Buy
7,119
+213
+3% +$9.97K 0.01% 299
2017
Q2 		$311K Sell
6,906
-8,124
-54% -$366K 0.01% 318
2017
Q1 		$665K Buy
15,030
+1,061
+8% +$46.7K 0.03% 224
2016
Q4 		$604K Buy
13,969
+1,376
+11% +$60.7K 0.03% 236
2016
Q3 		$581K Buy
12,593
+3,887
+45% +$184K 0.02% 235
2016
Q2 		$412K Buy
8,706
+2,175
+33% +$101K 0.02% 260
2016
Q1 		$297K Buy
6,531
+4,507
+223% +$188K 0.01% 303
2015
Q4 		$78K Sell
2,024
-700
-26% -$29.5K ﹤0.01% 515
2015
Q3 		$112K Sell
2,724
-812
-23% -$33.3K 0.01% 471
2015
Q2 		$151K Sell
3,536
-645
-15% -$28.3K 0.01% 466
2015
Q1 		$178K Buy
4,181
+3,491
+506% +$156K 0.01% 438
2014
Q4 		$31K Sell
690
-850
-55% -$38.2K ﹤0.01% 605
2014
Q3 		$65K Buy
1,540
+49
+3% +$2.19K ﹤0.01% 574
2014
Q2 		$68K Buy
1,491
+731
+96% +$32.9K ﹤0.01% 567
2014
Q1 		$32K Buy
760
+380
+100% +$16.2K ﹤0.01% 663
2013
Q4 		$16K Hold
380
– – ﹤0.01% 714
2013
Q3 		$16K Hold
380
– – ﹤0.01% 709
2013
Q2 		$16K Buy
+380
New +$17.2K ﹤0.01% 682

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evercore Wealth Management's BCE Position: Q3 2019 in Review

Evercore Wealth Management sold out of BCE (BCE) in Q3 2019, closing a stake of 22,272 shares — an estimated $1.01M sold.

Evercore Wealth Management first reported a position in BCE in Q2 2013 and held it in 25 quarters. The position peaked at $1.01M in Q2 2019. 493 funds tracked by Wall St. Rank hold BCE as of Q3 2019.

  • Evercore Wealth Management reported no remaining BCE position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 22,272 BCE shares in Q3 2019, an estimated $1.01M.
  • Evercore Wealth Management first reported a position in BCE in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's BCE position peaked at $1.01M in Q2 2019.
  • 493 funds tracked by Wall St. Rank held BCE as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.