Placemark Investments’s BCE BCE Stock Holding History

Placemark 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
2014 Q4	$9.48M	Buy	206,797 +38,499	+23%	+$1.73M	0.17%	143
2014 Q3	$7.19M	Buy	168,298 +28,627	+20%	+$1.28M	0.13%	186
2014 Q2	$6.34M	Buy	139,671 +47,342	+51%	+$2.13M	0.11%	224
2014 Q1	$3.98M	Buy	92,329 +9,046	+11%	+$385K	0.08%	306
2013 Q4	$3.61M	Sell	83,283 -350	-0.4%	-$15.2K	0.06%	374
2013 Q3	$3.57M	Sell	83,633 -5,087	-6%	-$212K	0.07%	343
2013 Q2	$3.64M	Buy	+88,720	New	+$4.02M	0.08%	304

Other funds holding BCE

LTI

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

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 $123B AUM 34.51% 1-Year Est. Return

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Placemark Investments's BCE Position: Q4 2014 in Review

Placemark Investments increased its BCE (BCE) stake by 23% in Q4 2014, buying an estimated $1.73M and bringing the position to 206,797 shares worth $9.48M. The position accounts for 0.17% of the portfolio, ranked #143.

Placemark Investments first reported a position in BCE in Q2 2013 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold BCE as of Q4 2014.

Placemark Investments held 206,797 shares of BCE worth $9.48M as of Q4 2014.
Placemark Investments bought 38,499 BCE shares in Q4 2014, an estimated $1.73M.
BCE made up 0.17% of Placemark Investments's portfolio in Q4 2014, its #143 holding.
Placemark Investments first reported a position in BCE in Q2 2013 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held BCE as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.