Gary Goldberg Planning Services’s BCE BCE Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$9.73M	Buy	212,188 +15,344	+8%	+$689K	4.09%	6
2014 Q3	$8.42M	Buy	196,844 +17,987	+10%	+$804K	3.5%	5
2014 Q2	$8.11M	Buy	178,857 +38,098	+27%	+$1.72M	3.57%	6
2014 Q1	$6.07M	Buy	140,759 +43,063	+44%	+$1.83M	2.96%	9
2013 Q4	$4.23M	Buy	97,696 +23,830	+32%	+$1.04M	2.46%	11
2013 Q3	$3.15M	Buy	73,866 +47,835	+184%	+$1.99M	1.91%	16
2013 Q2	$1.07M	Buy	+26,031	New	+$1.18M	0.68%	35

Other funds holding BCE

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Gary Goldberg Planning Services's BCE Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its BCE (BCE) stake by 7.8% in Q4 2014, buying an estimated $689K and bringing the position to 212,188 shares worth $9.73M. The position accounts for 4.09% of the portfolio, ranked #6.

Gary Goldberg Planning Services first reported a position in BCE in Q2 2013 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold BCE as of Q4 2014.

Gary Goldberg Planning Services held 212,188 shares of BCE worth $9.73M as of Q4 2014.
Gary Goldberg Planning Services bought 15,344 BCE shares in Q4 2014, an estimated $689K.
BCE made up 4.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #6 holding.
Gary Goldberg Planning Services first reported a position in BCE in Q2 2013 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held BCE as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.