Klingman & Associates’s BCE BCE Stock Holding History

Klingman & Associates’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	-183	Closed	-$8K	–	116
2016 Q3	$8K	Sell	183 -261	-59%	-$12.4K	﹤0.01%	301
2016 Q2	$21K	Hold	444	–	–	0.01%	254
2016 Q1	$20K	Hold	444	–	–	0.01%	257
2015 Q4	$17K	Hold	444	–	–	0.01%	275
2015 Q3	$18K	Hold	444	–	–	0.01%	268
2015 Q2	$19K	Hold	444	–	–	0.01%	259
2015 Q1	$19K	Hold	444	–	–	0.01%	244
2014 Q4	$20K	Buy	+444	New	+$19.9K	0.01%	235

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

Klingman & Associates's BCE Position: Q4 2016 in Review

Klingman & Associates sold out of BCE (BCE) in Q4 2016, closing a stake of 183 shares — an estimated $8K sold.

Klingman & Associates first reported a position in BCE in Q4 2014 and held it in 8 quarters. The position peaked at $21K in Q2 2016. 466 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

Klingman & Associates reported no remaining BCE position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 183 BCE shares in Q4 2016, an estimated $8K.
Klingman & Associates first reported a position in BCE in Q4 2014 and held it in 8 quarters.
Klingman & Associates's BCE position peaked at $21K in Q2 2016.
466 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.