Integrated Wealth Management (Palm Desert)’s BCE BCE Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-548	Closed	-$25K	–	302
2016 Q3	$25K	Sell	548 -1,013	-65%	-$48K	0.01%	549
2016 Q2	$74K	Sell	1,561 -142	-8%	-$6.58K	0.03%	340
2016 Q1	$78K	Sell	1,703 -66	-4%	-$2.76K	0.03%	317
2015 Q4	$68K	Buy	1,769 +40	+2%	+$1.69K	0.03%	336
2015 Q3	$71K	Buy	1,729 +50	+3%	+$2.05K	0.03%	321
2015 Q2	$71K	Sell	1,679 -37	-2%	-$1.63K	0.03%	324
2015 Q1	$72K	Buy	+1,716	New	+$76.5K	0.03%	321

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

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

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

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

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

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

Integrated Wealth Management (Palm Desert)'s BCE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BCE (BCE) in Q4 2016, closing a stake of 548 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BCE in Q1 2015 and held it in 7 quarters. The position peaked at $78K in Q1 2016. 467 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining BCE position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 548 BCE shares in Q4 2016, an estimated $25K.
Integrated Wealth Management (Palm Desert) first reported a position in BCE in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s BCE position peaked at $78K in Q1 2016.
467 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.