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Excelsia Inc’s BCE BCE Stock Holding History

Excelsia Inc’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
2015
Q1 		– Sell
-24,957
Closed -$1.15M – 26
2014
Q4 		$1.15M Sell
24,957
-3,276
-12% -$147K 2.67% 16
2014
Q3 		$1.21M Sell
28,233
-1,392
-5% -$62.2K 2% 23
2014
Q2 		$1.34M Buy
29,625
+4,715
+19% +$212K 1.72% 27
2014
Q1 		$1.07M Buy
+24,910
New +$1.06M 1.49% 31

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Excelsia Inc's BCE Position: Q1 2015 in Review

Excelsia Inc sold out of BCE (BCE) in Q1 2015, closing a stake of 24,957 shares — an estimated $1.15M sold.

Excelsia Inc first reported a position in BCE in Q1 2014 and held it in 4 quarters. The position peaked at $1.34M in Q2 2014. 448 funds tracked by Wall St. Rank hold BCE as of Q1 2015.

  • Excelsia Inc reported no remaining BCE position as of Q1 2015 after selling out during the quarter.
  • Excelsia Inc sold 24,957 BCE shares in Q1 2015, an estimated $1.15M.
  • Excelsia Inc first reported a position in BCE in Q1 2014 and held it in 4 quarters.
  • Excelsia Inc's BCE position peaked at $1.34M in Q2 2014.
  • 448 funds tracked by Wall St. Rank held BCE as of Q1 2015.

Based on Excelsia Inc's 13F filing for Q1 2015, filed 29 Apr 2015.