Hobart Private Capital’s BCE BCE Stock Holding History

Hobart Private Capital’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
2021 Q3	–	Sell	-5,305	Closed	-$262K	–	94
2021 Q2	$262K	Sell	5,305 -394	-7%	-$19.1K	0.11%	112
2021 Q1	$257K	Sell	5,699 -3,576	-39%	-$158K	0.11%	116
2020 Q4	$397K	Sell	9,275 -3,671	-28%	-$157K	0.17%	104
2020 Q3	$537K	Sell	12,946 -11,607	-47%	-$491K	0.28%	75
2020 Q2	$1.03M	Sell	24,553 -7,378	-23%	-$304K	0.58%	40
2020 Q1	$1.3M	Sell	31,931 -771	-2%	-$34.6K	0.9%	28
2019 Q4	$1.52M	Buy	32,702 +1,685	+5%	+$80.7K	0.93%	29
2019 Q3	$1.5M	Buy	31,017 +87	+0.3%	+$4.07K	1.02%	25
2019 Q2	$1.41M	Buy	30,930 +601	+2%	+$27.1K	0.98%	26
2019 Q1	$1.35M	Buy	30,329 +297	+1%	+$12.8K	1.02%	33
2018 Q4	$1.19M	Buy	30,032 +561	+2%	+$23K	1.02%	37
2018 Q3	$1.19M	Sell	29,471 -613	-2%	-$25.2K	0.92%	36
2018 Q2	$1.22M	Sell	30,084 -7,837	-21%	-$329K	0.99%	32
2018 Q1	$1.63M	Sell	37,921 -12	-0%	-$539	1.43%	23
2017 Q4	$1.82M	Buy	+37,933	New	+$1.81M	1.62%	19

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Hobart Private Capital's BCE Position: Q3 2021 in Review

Hobart Private Capital sold out of BCE (BCE) in Q3 2021, closing a stake of 5,305 shares — an estimated $262K sold.

Hobart Private Capital first reported a position in BCE in Q4 2017 and held it in 15 quarters. The position peaked at $1.82M in Q4 2017. 558 funds tracked by Wall St. Rank hold BCE as of Q3 2021.

Hobart Private Capital reported no remaining BCE position as of Q3 2021 after selling out during the quarter.
Hobart Private Capital sold 5,305 BCE shares in Q3 2021, an estimated $262K.
Hobart Private Capital first reported a position in BCE in Q4 2017 and held it in 15 quarters.
Hobart Private Capital's BCE position peaked at $1.82M in Q4 2017.
558 funds tracked by Wall St. Rank held BCE as of Q3 2021.

Based on Hobart Private Capital's 13F filing for Q3 2021, filed 11 Mar 2024.