Longer Investments’s BCE BCE Stock Holding History

Longer Investments’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 Q1	–	Sell	-39,830	Closed	-$1.54M	–	45
2015 Q4	$1.54M	Buy	39,830 +2,434	+7%	+$103K	1.36%	28
2015 Q3	$1.53M	Buy	37,396 +151	+0.4%	+$6.2K	1.8%	20
2015 Q2	$1.58M	Sell	37,245 -13,680	-27%	-$601K	1.39%	34
2015 Q1	$2.16M	Buy	50,925 +12,870	+34%	+$574K	1.64%	20
2014 Q4	$1.75M	Sell	38,055 -20	-0.1%	-$898	1.29%	30
2014 Q3	$1.63M	Sell	38,075 -12,020	-24%	-$537K	1.31%	28
2014 Q2	$2.27M	Sell	50,095 -1,420	-3%	-$64K	1.72%	24
2014 Q1	$2.22M	Buy	51,515 +110	+0.2%	+$4.68K	1.76%	22
2013 Q4	$2.23M	Hold	51,405	–	–	1.74%	25
2013 Q3	$2.19M	Sell	51,405 -9,525	-16%	-$396K	1.76%	17
2013 Q2	$2.5M	Buy	+60,930	New	+$2.76M	2.28%	14

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Longer Investments's BCE Position: Q1 2016 in Review

Longer Investments sold out of BCE (BCE) in Q1 2016, closing a stake of 39,830 shares — an estimated $1.54M sold.

Longer Investments first reported a position in BCE in Q2 2013 and held it in 11 quarters. The position peaked at $2.5M in Q2 2013. 435 funds tracked by Wall St. Rank hold BCE as of Q1 2016.

Longer Investments reported no remaining BCE position as of Q1 2016 after selling out during the quarter.
Longer Investments sold 39,830 BCE shares in Q1 2016, an estimated $1.54M.
Longer Investments first reported a position in BCE in Q2 2013 and held it in 11 quarters.
Longer Investments's BCE position peaked at $2.5M in Q2 2013.
435 funds tracked by Wall St. Rank held BCE as of Q1 2016.

Based on Longer Investments's 13F filing for Q1 2016, filed 27 Apr 2016.