Lenox Wealth Management’s BCE BCE Stock Holding History

Lenox Wealth 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
2020 Q2	$209K	Sell	4,942 -3	-0.1%	-$123	0.06%	147
2020 Q1	$204K	Buy	4,945 +301	+6%	+$13.5K	0.07%	135
2019 Q4	$218K	Sell	4,644 -477	-9%	-$22.8K	0.06%	145
2019 Q3	$250K	Buy	5,121 +232	+5%	+$10.9K	0.07%	129
2019 Q2	$225K	Buy	4,889 +203	+4%	+$9.16K	0.07%	126
2019 Q1	$211K	Buy	4,686 +214	+5%	+$9.23K	0.07%	122
2018 Q4	$179K	Sell	4,472 -144	-3%	-$5.89K	0.06%	124
2018 Q3	$190K	Sell	4,616 -342	-7%	-$14.1K	0.06%	149
2018 Q2	$204K	Buy	4,958 +1,472	+42%	+$61.8K	0.07%	133
2018 Q1	$151K	Buy	3,486 +991	+40%	+$44.5K	0.05%	145
2017 Q4	$121K	Buy	2,495 +246	+11%	+$11.7K	0.04%	151
2017 Q3	$105K	Buy	2,249 +309	+16%	+$14.5K	0.04%	159
2017 Q2	$87K	Buy	+1,940	New	+$87.4K	0.04%	160

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Lenox Wealth Management's BCE Position: Q2 2020 in Review

Lenox Wealth Management reduced its BCE (BCE) stake by 0.06% in Q2 2020, selling an estimated $123 and leaving 4,942 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #147.

Lenox Wealth Management first reported a position in BCE in Q2 2017 and has held it in 13 quarters since. The position peaked at $250K in Q3 2019. 501 funds tracked by Wall St. Rank hold BCE as of Q2 2020.

Lenox Wealth Management held 4,942 shares of BCE worth $209K as of Q2 2020.
Lenox Wealth Management sold 3 BCE shares in Q2 2020, an estimated $123.
BCE made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #147 holding.
Lenox Wealth Management first reported a position in BCE in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's BCE position peaked at $250K in Q3 2019.
501 funds tracked by Wall St. Rank held BCE as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.