Independent Portfolio Consultants’s BCE BCE Stock Holding History

Independent Portfolio Consultants’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 Q2	$491K	Sell	10,896 -2,969	-21%	-$134K	0.2%	166
2017 Q1	$614K	Buy	13,865 +650	+5%	+$28.6K	0.21%	166
2016 Q4	$571K	Sell	13,215 -670	-5%	-$29.6K	0.19%	202
2016 Q3	$641K	Sell	13,885 -350	-2%	-$16.6K	0.2%	182
2016 Q2	$673K	Sell	14,235 -4,215	-23%	-$195K	0.21%	159
2016 Q1	$840K	Buy	18,450 +1,070	+6%	+$44.7K	0.23%	134
2015 Q4	$671K	Sell	17,380 -1,760	-9%	-$74.2K	0.2%	151
2015 Q3	$784K	Sell	19,140 -22,310	-54%	-$916K	0.17%	166
2015 Q2	$1.76M	Sell	41,450 -8,565	-17%	-$376K	0.35%	91
2015 Q1	$2.12M	Buy	50,015 +115	+0.2%	+$5.13K	0.43%	72
2014 Q4	$2.29M	Buy	49,900 +31,895	+177%	+$1.43M	0.46%	66
2014 Q3	$770K	Buy	18,005 +2,795	+18%	+$125K	0.21%	132
2014 Q2	$690K	Buy	15,210 +2,045	+16%	+$92.1K	0.19%	148
2014 Q1	$567K	Buy	13,165 +2,095	+19%	+$89.2K	0.18%	184
2013 Q4	$479K	Buy	11,070 +1,070	+11%	+$46.5K	0.17%	245
2013 Q3	$427K	Buy	10,000 +1,135	+13%	+$47.2K	0.17%	261
2013 Q2	$364K	Buy	+8,865	New	+$402K	0.16%	280

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Independent Portfolio Consultants's BCE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its BCE (BCE) stake by 21% in Q2 2017, selling an estimated $134K and leaving 10,896 shares worth $491K. The position accounts for 0.2% of the portfolio, ranked #166.

Independent Portfolio Consultants first reported a position in BCE in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.29M in Q4 2014. 451 funds tracked by Wall St. Rank hold BCE as of Q2 2017.

Independent Portfolio Consultants held 10,896 shares of BCE worth $491K as of Q2 2017.
Independent Portfolio Consultants sold 2,969 BCE shares in Q2 2017, an estimated $134K.
BCE made up 0.2% of Independent Portfolio Consultants's portfolio in Q2 2017, its #166 holding.
Independent Portfolio Consultants first reported a position in BCE in Q2 2013 and has held it in 17 quarters since.
Independent Portfolio Consultants's BCE position peaked at $2.29M in Q4 2014.
451 funds tracked by Wall St. Rank held BCE as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.