Rikoon Group’s BCE BCE Stock Holding History

Rikoon Group’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	$313K	Sell	6,830 -14,205	-68%	-$627K	0.08%	189
2020 Q4	$914K	Sell	21,035 -1,450	-6%	-$62K	0.26%	89
2020 Q3	$932K	Sell	22,485 -2,935	-12%	-$124K	0.29%	79
2020 Q2	$1.08M	Sell	25,420 -375	-1%	-$15.4K	0.36%	68
2020 Q1	$1.07M	Sell	25,795 -480	-2%	-$21.5K	0.44%	57
2019 Q4	$1.23M	Sell	26,275 -875	-3%	-$41.9K	0.42%	63
2019 Q3	$1.33M	Sell	27,150 -600	-2%	-$28.1K	0.49%	50
2019 Q2	$1.28M	Sell	27,750 -1,750	-6%	-$79K	0.48%	53
2019 Q1	$1.33M	Sell	29,500 -725	-2%	-$31.3K	0.49%	51
2018 Q4	$1.2M	Sell	30,225 -4,765	-14%	-$195K	0.5%	51
2018 Q3	$1.42M	Sell	34,990 -11,035	-24%	-$455K	0.5%	51
2018 Q2	$1.89M	Sell	46,025 -10,314	-18%	-$433K	0.72%	38
2018 Q1	$2.43M	Sell	56,339 -6,546	-10%	-$294K	0.99%	28
2017 Q4	$3.06M	Sell	62,885 -1,885	-3%	-$89.7K	1.26%	22
2017 Q3	$3.07M	Sell	64,770 -5,971	-8%	-$280K	1.33%	19
2017 Q2	$3.23M	Sell	70,741 -650	-0.9%	-$29.3K	1.43%	15
2017 Q1	$3.25M	Sell	71,391 -3,300	-4%	-$145K	1.44%	16
2016 Q4	$3.33M	Buy	74,691 +11,276	+18%	+$498K	1.46%	16
2016 Q3	$2.93M	Buy	+63,415	New	+$3.01M	2.32%	7

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Rikoon Group's BCE Position: Q1 2021 in Review

Rikoon Group reduced its BCE (BCE) stake by 68% in Q1 2021, selling an estimated $627K and leaving 6,830 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #189.

Rikoon Group first reported a position in BCE in Q3 2016 and has held it in 19 quarters since. The position peaked at $3.33M in Q4 2016. 534 funds tracked by Wall St. Rank hold BCE as of Q1 2021.

Rikoon Group held 6,830 shares of BCE worth $313K as of Q1 2021.
Rikoon Group sold 14,205 BCE shares in Q1 2021, an estimated $627K.
BCE made up 0.08% of Rikoon Group's portfolio in Q1 2021, its #189 holding.
Rikoon Group first reported a position in BCE in Q3 2016 and has held it in 19 quarters since.
Rikoon Group's BCE position peaked at $3.33M in Q4 2016.
534 funds tracked by Wall St. Rank held BCE as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.