Long Wharf Investors’s BCE BCE Stock Holding History

Long Wharf Investors’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
2014 Q2	$591K	Buy	13,036 +410	+3%	+$18.5K	0.46%	73
2014 Q1	$545K	Sell	12,626 -76	-0.6%	-$3.23K	0.47%	72
2013 Q4	$550K	Buy	12,702 +530	+4%	+$23K	0.5%	66
2013 Q3	$520K	Sell	12,172 -475	-4%	-$19.8K	0.5%	65
2013 Q2	$519K	Buy	+12,647	New	+$573K	0.51%	67

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Wharf Investors's BCE Position: Q2 2014 in Review

Long Wharf Investors increased its BCE (BCE) stake by 3.2% in Q2 2014, buying an estimated $18.5K and bringing the position to 13,036 shares worth $591K. The position accounts for 0.46% of the portfolio, ranked #73.

Long Wharf Investors first reported a position in BCE in Q2 2013 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BCE as of Q2 2014.

Long Wharf Investors held 13,036 shares of BCE worth $591K as of Q2 2014.
Long Wharf Investors bought 410 BCE shares in Q2 2014, an estimated $18.5K.
BCE made up 0.46% of Long Wharf Investors's portfolio in Q2 2014, its #73 holding.
Long Wharf Investors first reported a position in BCE in Q2 2013 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held BCE as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.