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Evolution Wealth Advisors’s BCE BCE Stock Holding History

Evolution Wealth 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
2020
Q2 		– Sell
-205
Closed -$8.44K – 536
2020
Q1 		$8K Buy
+205
New +$9.19K ﹤0.01% 220
2019
Q4 		– Sell
-175
Closed -$8K – 631
2019
Q3 		$8K Buy
+175
New +$8.19K ﹤0.01% 203

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

Evolution Wealth Advisors's BCE Position: Q2 2020 in Review

Evolution Wealth Advisors sold out of BCE (BCE) in Q2 2020, closing a stake of 205 shares — an estimated $8.44K sold.

Evolution Wealth Advisors first reported a position in BCE in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2020.

  • Evolution Wealth Advisors reported no remaining BCE position as of Q2 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 205 BCE shares in Q2 2020, an estimated $8.44K.
  • Evolution Wealth Advisors first reported a position in BCE in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's BCE position peaked at $8K in Q1 2020.
  • 501 funds tracked by Wall St. Rank held BCE as of Q2 2020.

Based on Evolution Wealth Advisors's 13F filing for Q2 2020, filed 27 Jul 2020.