Next Financial Group’s BCE BCE Stock Holding History

Next Financial Group’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
2021 Q4	$8K	Sell	145 -227	-61%	-$11.6K	﹤0.01%	2254
2021 Q3	$19K	Hold	372	–	–	﹤0.01%	1810
2021 Q2	$18K	Sell	372 -431	-54%	-$20.9K	﹤0.01%	1783
2021 Q1	$36K	Buy	803 +6	+0.8%	+$265	﹤0.01%	1410
2020 Q4	$34K	Buy	797 +249	+45%	+$10.7K	﹤0.01%	1325
2020 Q3	$23K	Buy	+548	New	+$23.2K	﹤0.01%	1356
2020 Q2	–	Sell	-425	Closed	-$17K	–	715
2020 Q1	$17K	Hold	425	–	–	﹤0.01%	1330
2019 Q4	$20K	Sell	425 -103	-20%	-$4.93K	﹤0.01%	1524
2019 Q3	$26K	Hold	528	–	–	﹤0.01%	1338
2019 Q2	$24K	Hold	528	–	–	﹤0.01%	1392
2019 Q1	$23K	Hold	528	–	–	0.01%	927
2018 Q4	$21K	Sell	528 -10	-2%	-$409	﹤0.01%	1065
2018 Q3	$22K	Buy	+538	New	+$22.2K	0.01%	748
2017 Q4	–	Sell	-329	Closed	-$16K	–	359
2017 Q3	$16K	Sell	329 -317	-49%	-$14.8K	﹤0.01%	1037
2017 Q2	$29K	Hold	646	–	–	0.01%	951
2017 Q1	$29K	Sell	646 -419	-39%	-$18.5K	0.01%	908
2016 Q4	$46K	Sell	1,065 -35	-3%	-$1.54K	0.01%	1002
2016 Q3	$51K	Buy	1,100 +469	+74%	+$22.2K	0.01%	928
2016 Q2	$29K	Sell	631 -21	-3%	-$973	0.01%	819
2016 Q1	$29K	Sell	652 -60	-8%	-$2.5K	0.01%	790
2015 Q4	$27K	Buy	712 +146	+26%	+$6.15K	0.01%	819
2015 Q3	$23K	Hold	566	–	–	0.01%	898
2015 Q2	$24K	Sell	566 -75	-12%	-$3.29K	0.01%	926
2015 Q1	$27K	Sell	641 -841	-57%	-$37.5K	0.01%	873
2014 Q4	$68K	Sell	1,482 -4,938	-77%	-$222K	0.02%	558
2014 Q3	$275K	Sell	6,420 -2,824	-31%	-$126K	0.05%	368
2014 Q2	$406K	Buy	+9,244	New	+$417K	0.21%	97

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Next Financial Group's BCE Position: Q4 2021 in Review

Next Financial Group reduced its BCE (BCE) stake by 61% in Q4 2021, selling an estimated $11.6K and leaving 145 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Next Financial Group first reported a position in BCE in Q2 2014 and has held it in 27 quarters since. The position peaked at $406K in Q2 2014. 606 funds tracked by Wall St. Rank hold BCE as of Q4 2021.

Next Financial Group held 145 shares of BCE worth $8K as of Q4 2021.
Next Financial Group sold 227 BCE shares in Q4 2021, an estimated $11.6K.
BCE made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2254 holding.
Next Financial Group first reported a position in BCE in Q2 2014 and has held it in 27 quarters since.
Next Financial Group's BCE position peaked at $406K in Q2 2014.
606 funds tracked by Wall St. Rank held BCE as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.