Lucia Wealth Services’s BCE BCE Stock Holding History

Lucia Wealth Services’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
2018 Q3	–	Sell	-830	Closed	-$34K	–	217
2018 Q2	$34K	Buy	830 +144	+21%	+$6.04K	0.01%	181
2018 Q1	$30K	Buy	+686	New	+$30.8K	0.01%	158

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Lucia Wealth Services's BCE Position: Q3 2018 in Review

Lucia Wealth Services sold out of BCE (BCE) in Q3 2018, closing a stake of 830 shares — an estimated $34K sold.

Lucia Wealth Services first reported a position in BCE in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q2 2018. 483 funds tracked by Wall St. Rank hold BCE as of Q3 2018.

Lucia Wealth Services reported no remaining BCE position as of Q3 2018 after selling out during the quarter.
Lucia Wealth Services sold 830 BCE shares in Q3 2018, an estimated $34K.
Lucia Wealth Services first reported a position in BCE in Q1 2018 and held it in 2 quarters.
Lucia Wealth Services's BCE position peaked at $34K in Q2 2018.
483 funds tracked by Wall St. Rank held BCE as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.