LVM Capital Management’s BCE BCE Stock Holding History

LVM Capital 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
2016 Q4	–	Sell	-223,790	Closed	-$10.2M	–	117
2016 Q3	$10.2M	Buy	+223,790	New	+$10.6M	3.27%	9
2015 Q3	–	Sell	-215,875	Closed	-$9.18M	–	107
2015 Q2	$9.18M	Sell	215,875 -4,750	-2%	-$209K	3.06%	9
2015 Q1	$9.35M	Sell	220,625 -3,040	-1%	-$135K	3.13%	11
2014 Q4	$10.3M	Sell	223,665 -5,075	-2%	-$228K	3.41%	8
2014 Q3	$9.78M	Buy	228,740 +4,950	+2%	+$221K	3.22%	9
2014 Q2	$10.2M	Sell	223,790 -4,175	-2%	-$188K	3.27%	9
2014 Q1	$9.83M	Buy	227,965 +5,540	+2%	+$236K	3.43%	9
2013 Q4	$9.63M	Buy	222,425 +7,400	+3%	+$322K	3.42%	7
2013 Q3	$9.18M	Buy	215,025 +14,250	+7%	+$593K	3.45%	7
2013 Q2	$8.24M	Buy	+200,775	New	+$9.09M	3.28%	7

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

LVM Capital Management's BCE Position: Q4 2016 in Review

LVM Capital Management sold out of BCE (BCE) in Q4 2016, closing a stake of 223,790 shares — an estimated $10.2M sold.

LVM Capital Management first reported a position in BCE in Q2 2013 and held it in 10 quarters. The position peaked at $10.3M in Q4 2014. 467 funds tracked by Wall St. Rank hold BCE as of Q4 2016.

LVM Capital Management reported no remaining BCE position as of Q4 2016 after selling out during the quarter.
LVM Capital Management sold 223,790 BCE shares in Q4 2016, an estimated $10.2M.
LVM Capital Management first reported a position in BCE in Q2 2013 and held it in 10 quarters.
LVM Capital Management's BCE position peaked at $10.3M in Q4 2014.
467 funds tracked by Wall St. Rank held BCE as of Q4 2016.

Based on LVM Capital Management's 13F filing for Q4 2016, filed 9 Jan 2017.