Pin Oak Investment Advisors’s BCE BCE Stock Holding History

Pin Oak 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
2024 Q3	–	Sell	-170	Closed	-$6K	–	469
2024 Q2	$6K	Hold	170	–	–	0.01%	364
2024 Q1	$6K	Buy	+170	New	+$6.47K	0.01%	362
2023 Q4	–	Sell	-170	Closed	-$7K	–	457
2023 Q3	$7K	Hold	170	–	–	0.01%	342
2023 Q2	$8K	Hold	170	–	–	0.01%	338
2023 Q1	$8K	Hold	170	–	–	0.01%	326
2022 Q4	$7K	Buy	+170	New	+$7.66K	0.01%	317
2019 Q4	–	Sell	-58	Closed	-$3K	–	392
2019 Q3	$3K	Sell	58 -505	-90%	-$23.6K	﹤0.01%	388
2019 Q2	$26K	Buy	563 +505	+871%	+$22.8K	0.02%	248
2019 Q1	$3K	Hold	58	–	–	﹤0.01%	392
2018 Q4	$2K	Sell	58 -569	-91%	-$23.3K	﹤0.01%	400
2018 Q3	$25K	Buy	627 +4	+0.6%	+$165	0.02%	241
2018 Q2	$25K	Sell	623 -111	-15%	-$4.66K	0.02%	247
2018 Q1	$32K	Buy	734 +2	+0.3%	+$90	0.03%	226
2017 Q4	$35K	Buy	+732	New	+$34.8K	0.03%	223

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Pin Oak Investment Advisors's BCE Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of BCE (BCE) in Q3 2024, closing a stake of 170 shares — an estimated $6K sold.

Pin Oak Investment Advisors first reported a position in BCE in Q4 2017 and held it in 14 quarters. The position peaked at $35K in Q4 2017. 499 funds tracked by Wall St. Rank hold BCE as of Q3 2024.

Pin Oak Investment Advisors reported no remaining BCE position as of Q3 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 170 BCE shares in Q3 2024, an estimated $6K.
Pin Oak Investment Advisors first reported a position in BCE in Q4 2017 and held it in 14 quarters.
Pin Oak Investment Advisors's BCE position peaked at $35K in Q4 2017.
499 funds tracked by Wall St. Rank held BCE as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.