OWP
BCE icon

Obermeyer Wealth Partners’s BCE BCE Stock Holding History

Obermeyer Wealth Partners’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
2022
Q3 		– Sell
-4,868
Closed -$239K – 216
2022
Q2 		$239K Hold
4,868
– – 0.02% 173
2022
Q1 		$270K Hold
4,868
– – 0.02% 183
2021
Q4 		$253K Buy
4,868
+253
+5% +$12.9K 0.01% 195
2021
Q3 		$231K Hold
4,615
– – 0.01% 191
2021
Q2 		$228K Hold
4,615
– – 0.01% 192
2021
Q1 		$208K Buy
+4,615
New +$204K 0.01% 191
2020
Q1 		– Sell
-4,500
Closed -$209K – 120
2019
Q4 		$209K Hold
4,500
– – 0.02% 123
2019
Q3 		$218K Buy
+4,500
New +$211K 0.02% 116
2018
Q1 		– Sell
-159,242
Closed -$7.64M – 112
2017
Q4 		$7.64M Sell
159,242
-3,140
-2% -$149K 0.66% 32
2017
Q3 		$7.6M Sell
162,382
-4,471
-3% -$209K 0.66% 33
2017
Q2 		$7.51M Sell
166,853
-3,290
-2% -$148K 0.67% 35
2017
Q1 		$7.53M Sell
170,143
-46,482
-21% -$2.05M 0.69% 32
2016
Q4 		$9.37M Sell
216,625
-26,214
-11% -$1.16M 0.9% 30
2016
Q3 		$11.2M Sell
242,839
-8,990
-4% -$426K 1.08% 29
2016
Q2 		$11.9M Sell
251,829
-11,563
-4% -$536K 1.19% 29
2016
Q1 		$12M Sell
263,392
-5,882
-2% -$246K 1.11% 29
2015
Q4 		$10.4M Sell
269,274
-4,455
-2% -$188K 0.95% 27
2015
Q3 		$11.2M Sell
273,729
-4,270
-2% -$175K 1.18% 28
2015
Q2 		$11.8M Buy
277,999
+3,716
+1% +$163K 1.01% 35
2015
Q1 		$11.6M Buy
274,283
+3,798
+1% +$169K 0.95% 40
2014
Q4 		$12.4M Buy
270,485
+4,545
+2% +$204K 1.12% 37
2014
Q3 		$11.4M Buy
265,940
+2,970
+1% +$133K 2.79% 20
2014
Q2 		$11.9M Buy
262,970
+2,496
+1% +$112K 2.9% 21
2014
Q1 		$11.2M Sell
260,474
-1,265
-0.5% -$53.8K 2.81% 22
2013
Q4 		$11.3M Buy
261,739
+3,970
+2% +$173K 2.89% 21
2013
Q3 		$11M Buy
257,769
+541
+0.2% +$22.5K 3.09% 17
2013
Q2 		$10.6M Buy
+257,228
New +$11.7M 2.92% 17

Other funds holding BCE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Obermeyer Wealth Partners's BCE Position: Q3 2022 in Review

Obermeyer Wealth Partners sold out of BCE (BCE) in Q3 2022, closing a stake of 4,868 shares — an estimated $239K sold.

Obermeyer Wealth Partners first reported a position in BCE in Q2 2013 and held it in 27 quarters. The position peaked at $12.4M in Q4 2014. 573 funds tracked by Wall St. Rank hold BCE as of Q3 2022.

  • Obermeyer Wealth Partners reported no remaining BCE position as of Q3 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,868 BCE shares in Q3 2022, an estimated $239K.
  • Obermeyer Wealth Partners first reported a position in BCE in Q2 2013 and held it in 27 quarters.
  • Obermeyer Wealth Partners's BCE position peaked at $12.4M in Q4 2014.
  • 573 funds tracked by Wall St. Rank held BCE as of Q3 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2022, filed 9 Dec 2022.