Mark Sheptoff Financial Planning’s BCE BCE Stock Holding History

Mark Sheptoff Financial Planning’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	-118	Closed	-$5K	–	359
2018 Q2	$5K	Hold	118	–	–	﹤0.01%	317
2018 Q1	$5K	Hold	118	–	–	﹤0.01%	328
2017 Q4	$6K	Hold	118	–	–	﹤0.01%	310
2017 Q3	$6K	Hold	118	–	–	﹤0.01%	311
2017 Q2	$5K	Sell	118 -1	-0.8%	-$45	﹤0.01%	302
2017 Q1	$5K	Buy	119 +1	+0.8%	+$44	﹤0.01%	302
2016 Q4	$5K	Hold	118	–	–	﹤0.01%	294
2016 Q3	$5K	Hold	118	–	–	﹤0.01%	288
2016 Q2	$6K	Buy	+118	New	+$5.47K	﹤0.01%	267

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

Mark Sheptoff Financial Planning's BCE Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of BCE (BCE) in Q3 2018, closing a stake of 118 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in BCE in Q2 2016 and held it in 9 quarters. The position peaked at $6K in Q4 2017. 483 funds tracked by Wall St. Rank hold BCE as of Q3 2018.

Mark Sheptoff Financial Planning reported no remaining BCE position as of Q3 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 118 BCE shares in Q3 2018, an estimated $5K.
Mark Sheptoff Financial Planning first reported a position in BCE in Q2 2016 and held it in 9 quarters.
Mark Sheptoff Financial Planning's BCE position peaked at $6K in Q4 2017.
483 funds tracked by Wall St. Rank held BCE as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.