Jacobi Capital Management’s BCE BCE Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-1,000	Closed	-$50K	–	504
2021 Q3	$50K	Hold	1,000	–	–	0.01%	653
2021 Q2	$49K	Hold	1,000	–	–	0.01%	627
2021 Q1	$45K	Hold	1,000	–	–	0.01%	596
2020 Q4	$43K	Hold	1,000	–	–	0.01%	557
2020 Q3	$41K	Sell	1,000 -2,807	-74%	-$119K	0.01%	534
2020 Q2	$96K	Buy	3,807 +1,520	+66%	+$62.6K	0.02%	369
2020 Q1	$93K	Hold	2,287	–	–	0.02%	332
2019 Q4	$106K	Buy	+2,287	New	+$110K	0.02%	350

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jacobi Capital Management's BCE Position: Q4 2021 in Review

Jacobi Capital Management sold out of BCE (BCE) in Q4 2021, closing a stake of 1,000 shares — an estimated $50K sold.

Jacobi Capital Management first reported a position in BCE in Q4 2019 and held it in 8 quarters. The position peaked at $106K in Q4 2019. 606 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Jacobi Capital Management reported no remaining BCE position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,000 BCE shares in Q4 2021, an estimated $50K.
Jacobi Capital Management first reported a position in BCE in Q4 2019 and held it in 8 quarters.
Jacobi Capital Management's BCE position peaked at $106K in Q4 2019.
606 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.