Pinnacle Summer Investments’s BCE BCE Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$1K	Sell	16 -66,114	-100%	-$2.79M	﹤0.01%	720
2015 Q3	$2.71M	Buy	+66,130	New	+$2.71M	0.46%	44
2015 Q2	–	Sell	-69,085	Closed	-$2.93M	–	749
2015 Q1	$2.93M	Sell	69,085 -3,025	-4%	-$135K	0.4%	45
2014 Q4	$3.31M	Buy	72,110 +250	+0.3%	+$11.2K	0.41%	41
2014 Q3	$3.07M	Sell	71,860 -345	-0.5%	-$15.4K	0.34%	41
2014 Q2	$3.27M	Buy	72,205 +700	+1%	+$31.5K	0.38%	26
2014 Q1	$3.19M	Buy	71,505 +20,575	+40%	+$876K	0.4%	38
2013 Q4	$2.21M	Buy	50,930 +13,625	+37%	+$592K	0.3%	52
2013 Q3	$1.59M	Buy	37,305 +20,855	+127%	+$868K	0.28%	62
2013 Q2	$675K	Buy	+16,450	New	+$745K	0.17%	108

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 $115B AUM 41.58% 1-Year Est. Return

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Pinnacle Summer Investments's BCE Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its BCE (BCE) stake by 100% in Q4 2015, selling an estimated $2.79M and leaving 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Pinnacle Summer Investments first reported a position in BCE in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2014. 429 funds tracked by Wall St. Rank hold BCE as of Q4 2015.

Pinnacle Summer Investments held 16 shares of BCE worth $1K as of Q4 2015.
Pinnacle Summer Investments sold 66,114 BCE shares in Q4 2015, an estimated $2.79M.
BCE made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #720 holding.
Pinnacle Summer Investments first reported a position in BCE in Q2 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's BCE position peaked at $3.31M in Q4 2014.
429 funds tracked by Wall St. Rank held BCE as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.