GWA
BCE icon

Genesis Wealth Advisors’s BCE BCE Stock Holding History

Genesis 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
2015
Q1 		– Sell
-700
Closed -$30.9K – 457
2014
Q4 		$30.9K Buy
+700
New +$31.4K 0.02% 266

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
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

Genesis Wealth Advisors's BCE Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of BCE (BCE) in Q1 2015, closing a stake of 700 shares — an estimated $30.9K sold.

Genesis Wealth Advisors first reported a position in BCE in Q4 2014 and held it in 1 quarter. The position peaked at $30.9K in Q4 2014. 447 funds tracked by Wall St. Rank hold BCE as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining BCE position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 700 BCE shares in Q1 2015, an estimated $30.9K.
  • Genesis Wealth Advisors first reported a position in BCE in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's BCE position peaked at $30.9K in Q4 2014.
  • 447 funds tracked by Wall St. Rank held BCE as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.