Independence Trust’s BCE BCE Stock Holding History

Independence Trust’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 Q3	–	Sell	-6,970	Closed	-$296K	–	100
2015 Q2	$296K	Buy	6,970 +835	+14%	+$36.7K	0.2%	85
2015 Q1	$260K	Hold	6,135	–	–	0.16%	96
2014 Q4	$281K	Hold	6,135	–	–	0.17%	99
2014 Q3	$262K	Hold	6,135	–	–	0.17%	83
2014 Q2	$278K	Buy	+6,135	New	+$276K	0.18%	84

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

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

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

IGIM

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

Independence Trust's BCE Position: Q3 2015 in Review

Independence Trust sold out of BCE (BCE) in Q3 2015, closing a stake of 6,970 shares — an estimated $296K sold.

Independence Trust first reported a position in BCE in Q2 2014 and held it in 5 quarters. The position peaked at $296K in Q2 2015. 420 funds tracked by Wall St. Rank hold BCE as of Q3 2015.

Independence Trust reported no remaining BCE position as of Q3 2015 after selling out during the quarter.
Independence Trust sold 6,970 BCE shares in Q3 2015, an estimated $296K.
Independence Trust first reported a position in BCE in Q2 2014 and held it in 5 quarters.
Independence Trust's BCE position peaked at $296K in Q2 2015.
420 funds tracked by Wall St. Rank held BCE as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.