Institutional & Family Asset Management’s BCE BCE Stock Holding History

Institutional & Family Asset Management’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
2020 Q4	–	Sell	-934	Closed	-$39K	–	865
2020 Q3	$39K	Sell	934 -628	-40%	-$26.6K	0.01%	313
2020 Q2	$65K	Hold	1,562	–	–	0.01%	279
2020 Q1	$64K	Buy	1,562 +7	+0.5%	+$314	0.01%	253
2019 Q4	$72K	Sell	1,555 -74	-5%	-$3.54K	0.02%	287
2019 Q3	$79K	Buy	1,629 +553	+51%	+$25.9K	0.02%	246
2019 Q2	$49K	Buy	1,076 +144	+15%	+$6.5K	0.01%	314
2019 Q1	$41K	Sell	932 -830	-47%	-$35.8K	0.01%	343
2018 Q4	$70K	Sell	1,762 -196	-10%	-$8.02K	0.02%	276
2018 Q3	$79K	Sell	1,958 -262	-12%	-$10.8K	0.02%	301
2018 Q2	$90K	Sell	2,220 -96	-4%	-$4.03K	0.02%	280
2018 Q1	$100K	Buy	+2,316	New	+$104K	0.02%	244

Other funds holding BCE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Institutional & Family Asset Management's BCE Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of BCE (BCE) in Q4 2020, closing a stake of 934 shares — an estimated $39K sold.

Institutional & Family Asset Management first reported a position in BCE in Q1 2018 and held it in 11 quarters. The position peaked at $100K in Q1 2018. 513 funds tracked by Wall St. Rank hold BCE as of Q4 2020.

Institutional & Family Asset Management reported no remaining BCE position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 934 BCE shares in Q4 2020, an estimated $39K.
Institutional & Family Asset Management first reported a position in BCE in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's BCE position peaked at $100K in Q1 2018.
513 funds tracked by Wall St. Rank held BCE as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.