IBEX Wealth Advisors’s BCE BCE Stock Holding History

IBEX 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
2017 Q1	–	Sell	-369	Closed	-$16K	–	101
2016 Q4	$16K	Buy	+369	New	+$16.3K	0.01%	241

Other funds holding BCE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

IBEX Wealth Advisors's BCE Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of BCE (BCE) in Q1 2017, closing a stake of 369 shares — an estimated $16K sold.

IBEX Wealth Advisors first reported a position in BCE in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 450 funds tracked by Wall St. Rank hold BCE as of Q1 2017.

IBEX Wealth Advisors reported no remaining BCE position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 369 BCE shares in Q1 2017, an estimated $16K.
IBEX Wealth Advisors first reported a position in BCE in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's BCE position peaked at $16K in Q4 2016.
450 funds tracked by Wall St. Rank held BCE as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.