Mariner Wealth Advisors (Cincinnati)’s BCE BCE Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2015 Q1	$221K	Sell	5,225 -125	-2%	-$5.57K	0.03%	170
2014 Q4	$245K	Sell	5,350 -66	-1%	-$2.96K	0.04%	160
2014 Q3	$232K	Buy	5,416 +66	+1%	+$2.95K	0.04%	150
2014 Q2	$243K	Hold	5,350	–	–	0.04%	139
2014 Q1	$231K	Sell	5,350 -302	-5%	-$12.9K	0.04%	131
2013 Q4	$245K	Hold	5,652	–	–	0.04%	132
2013 Q3	$241K	Buy	5,652 +100	+2%	+$4.16K	0.04%	112
2013 Q2	$228K	Buy	+5,552	New	+$251K	0.05%	116

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

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

Mariner Wealth Advisors (Cincinnati)'s BCE Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) reduced its BCE (BCE) stake by 2.3% in Q1 2015, selling an estimated $5.57K and leaving 5,225 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #170.

Mariner Wealth Advisors (Cincinnati) first reported a position in BCE in Q2 2013 and has held it in 8 quarters since. The position peaked at $245K in Q4 2014. 447 funds tracked by Wall St. Rank hold BCE as of Q1 2015.

Mariner Wealth Advisors (Cincinnati) held 5,225 shares of BCE worth $221K as of Q1 2015.
Mariner Wealth Advisors (Cincinnati) sold 125 BCE shares in Q1 2015, an estimated $5.57K.
BCE made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q1 2015, its #170 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in BCE in Q2 2013 and has held it in 8 quarters since.
Mariner Wealth Advisors (Cincinnati)'s BCE position peaked at $245K in Q4 2014.
447 funds tracked by Wall St. Rank held BCE as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.