Kanaly Trust’s BCE BCE Stock Holding History

Kanaly Trust’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	$2.69M	Buy	62,169 +1,507	+2%	+$66.5K	0.57%	22
2016 Q3	$2.8M	Buy	60,662 +9,159	+18%	+$434K	0.59%	20
2016 Q2	$2.44M	Buy	51,503 +8,532	+20%	+$395K	0.49%	26
2016 Q1	$1.96M	Buy	42,971 +908	+2%	+$37.9K	0.4%	32
2015 Q4	$1.62M	Sell	42,063 -842	-2%	-$35.5K	0.33%	35
2015 Q3	$1.76M	Buy	42,905 +525	+1%	+$21.5K	0.39%	30
2015 Q2	$1.8M	Buy	42,380 +297	+0.7%	+$13K	0.36%	32
2015 Q1	$1.78M	Buy	42,083 +18,536	+79%	+$826K	0.35%	32
2014 Q4	$1.08M	Buy	23,547 +6,215	+36%	+$279K	0.22%	61
2014 Q3	$741K	Buy	17,332 +6,149	+55%	+$275K	0.15%	79
2014 Q2	$507K	Buy	11,183 +371	+3%	+$16.7K	0.09%	122
2014 Q1	$466K	Sell	10,812 -11	-0.1%	-$468	0.09%	127
2013 Q4	$469K	Buy	+10,823	New	+$471K	0.09%	121

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

Kanaly Trust's BCE Position: Q4 2016 in Review

Kanaly Trust increased its BCE (BCE) stake by 2.5% in Q4 2016, buying an estimated $66.5K and bringing the position to 62,169 shares worth $2.69M. The position accounts for 0.57% of the portfolio, ranked #22.

Kanaly Trust first reported a position in BCE in Q4 2013 and has held it in 13 quarters since. The position peaked at $2.8M in Q3 2016. 466 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

Kanaly Trust held 62,169 shares of BCE worth $2.69M as of Q4 2016.
Kanaly Trust bought 1,507 BCE shares in Q4 2016, an estimated $66.5K.
BCE made up 0.57% of Kanaly Trust's portfolio in Q4 2016, its #22 holding.
Kanaly Trust first reported a position in BCE in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's BCE position peaked at $2.8M in Q3 2016.
466 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.