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LVW Advisors’s BCE BCE Stock Holding History

LVW Advisors’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
2017
Q1 		– Sell
-8,009
Closed -$346K – 123
2016
Q4 		$346K Buy
8,009
+489
+7% +$21.6K 0.12% 95
2016
Q3 		$347K Buy
7,520
+967
+15% +$45.8K 0.11% 92
2016
Q2 		$310K Sell
6,553
-463
-7% -$21.5K 0.12% 99
2016
Q1 		$320K Sell
7,016
-1,094
-13% -$45.7K 0.1% 104
2015
Q4 		$313K Sell
8,110
-2,295
-22% -$96.7K 0.12% 105
2015
Q3 		$426K Hold
10,405
– – 0.2% 79
2015
Q2 		$442K Sell
10,405
-20
-0.2% -$878 0.19% 79
2015
Q1 		$442K Hold
10,425
– – 0.21% 82
2014
Q4 		$478K Buy
+10,425
New +$468K 0.26% 71

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

LVW Advisors's BCE Position: Q1 2017 in Review

LVW Advisors sold out of BCE (BCE) in Q1 2017, closing a stake of 8,009 shares — an estimated $346K sold.

LVW Advisors first reported a position in BCE in Q4 2014 and held it in 9 quarters. The position peaked at $478K in Q4 2014. 450 funds tracked by Wall St. Rank hold BCE as of Q1 2017.

  • LVW Advisors reported no remaining BCE position as of Q1 2017 after selling out during the quarter.
  • LVW Advisors sold 8,009 BCE shares in Q1 2017, an estimated $346K.
  • LVW Advisors first reported a position in BCE in Q4 2014 and held it in 9 quarters.
  • LVW Advisors's BCE position peaked at $478K in Q4 2014.
  • 450 funds tracked by Wall St. Rank held BCE as of Q1 2017.

Based on LVW Advisors's 13F filing for Q1 2017, filed 12 May 2017.