Integrated Wealth Counsel’s BCE BCE Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$13K	Sell	300 -97	-24%	-$4.28K	0.03%	142
2016 Q3	$18K	Buy	+397	New	+$18.8K	0.04%	110
2014 Q1	–	Sell	-168	Closed	-$7K	–	167
2013 Q4	$7K	Hold	168	–	–	0.01%	154
2013 Q3	$7.17K	Hold	168	–	–	0.01%	168
2013 Q2	$7K	Buy	+168	New	+$7.61K	0.01%	169

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Integrated Wealth Counsel's BCE Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its BCE (BCE) stake by 24% in Q4 2016, selling an estimated $4.28K and leaving 300 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #142.

Integrated Wealth Counsel first reported a position in BCE in Q2 2013 and has held it in 5 quarters since. The position peaked at $18K in Q3 2016. 466 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

Integrated Wealth Counsel held 300 shares of BCE worth $13K as of Q4 2016.
Integrated Wealth Counsel sold 97 BCE shares in Q4 2016, an estimated $4.28K.
BCE made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #142 holding.
Integrated Wealth Counsel first reported a position in BCE in Q2 2013 and has held it in 5 quarters since.
Integrated Wealth Counsel's BCE position peaked at $18K in Q3 2016.
466 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.