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Optimum Investment Advisors’s BCE BCE Stock Holding History

Optimum Investment 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
2021
Q1 		– Sell
-400
Closed -$17K – 916
2020
Q4 		$17K Hold
400
– – 0.01% 645
2020
Q3 		$17K Hold
400
– – 0.01% 628
2020
Q2 		$17K Sell
400
-1,150
-74% -$47.3K 0.01% 623
2020
Q1 		$63K Sell
1,550
-406
-21% -$18.2K 0.03% 377
2019
Q4 		$91K Sell
1,956
-195
-9% -$9.34K 0.03% 403
2019
Q3 		$104K Buy
2,151
+601
+39% +$28.1K 0.03% 375
2019
Q2 		$70K Hold
1,550
– – 0.02% 440
2019
Q1 		$69K Hold
1,550
– – 0.02% 445
2018
Q4 		$61K Sell
1,550
-200
-11% -$8.19K 0.02% 434
2018
Q3 		$71K Hold
1,750
– – 0.02% 460
2018
Q2 		$71K Sell
1,750
-1,050
-38% -$44.1K 0.02% 458
2018
Q1 		$121K Buy
+2,800
New +$126K 0.04% 370
2015
Q1 		$142K Sell
3,350
-100
-3% -$4.46K 0.04% 333
2014
Q4 		$158K Sell
3,450
-200
-5% -$8.98K 0.05% 301
2014
Q3 		$156K Hold
3,650
– – 0.05% 294
2014
Q2 		$166K Buy
3,650
+100
+3% +$4.51K 0.05% 284
2014
Q1 		$153K Sell
3,550
-250
-7% -$10.6K 0.06% 253
2013
Q4 		$165K Buy
3,800
+500
+15% +$21.7K 0.06% 246
2013
Q3 		$141K Buy
+3,300
New +$137K 0.06% 242

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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Optimum Investment Advisors's BCE Position: Q1 2021 in Review

Optimum Investment Advisors sold out of BCE (BCE) in Q1 2021, closing a stake of 400 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in BCE in Q3 2013 and held it in 19 quarters. The position peaked at $166K in Q2 2014. 534 funds tracked by Wall St. Rank hold BCE as of Q1 2021.

  • Optimum Investment Advisors reported no remaining BCE position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 BCE shares in Q1 2021, an estimated $17K.
  • Optimum Investment Advisors first reported a position in BCE in Q3 2013 and held it in 19 quarters.
  • Optimum Investment Advisors's BCE position peaked at $166K in Q2 2014.
  • 534 funds tracked by Wall St. Rank held BCE as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.