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Regal Investment Advisors’s BCE BCE Stock Holding History

Regal 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
2015
Q4 		– Sell
-1,645
Closed -$67K – 322
2015
Q3 		$67K Buy
1,645
+12
+0.7% +$492 0.02% 394
2015
Q2 		$69K Sell
1,633
-447
-21% -$19.6K 0.02% 383
2015
Q1 		$88K Buy
2,080
+107
+5% +$4.77K 0.02% 357
2014
Q4 		$90K Buy
1,973
+144
+8% +$6.47K 0.02% 325
2014
Q3 		$78K Buy
1,829
+934
+104% +$41.7K 0.02% 342
2014
Q2 		$41K Sell
895
-200
-18% -$9.01K 0.01% 411
2014
Q1 		$47K Sell
1,095
-36
-3% -$1.53K 0.02% 354
2013
Q4 		$49K Buy
1,131
+109
+11% +$4.74K 0.03% 291
2013
Q3 		$44K Sell
1,022
-33
-3% -$1.37K 0.03% 318
2013
Q2 		$44K Buy
+1,055
New +$47.8K 0.02% 309

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Regal Investment Advisors's BCE Position: Q4 2015 in Review

Regal Investment Advisors sold out of BCE (BCE) in Q4 2015, closing a stake of 1,645 shares — an estimated $67K sold.

Regal Investment Advisors first reported a position in BCE in Q2 2013 and held it in 10 quarters. The position peaked at $90K in Q4 2014. 428 funds tracked by Wall St. Rank hold BCE as of Q4 2015.

  • Regal Investment Advisors reported no remaining BCE position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,645 BCE shares in Q4 2015, an estimated $67K.
  • Regal Investment Advisors first reported a position in BCE in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's BCE position peaked at $90K in Q4 2014.
  • 428 funds tracked by Wall St. Rank held BCE as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.