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Rockefeller Financial Services’s BCE BCE Stock Holding History

Rockefeller Financial Services’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
Q1 		– Sell
-104
Closed -$5K – 509
2013
Q4 		$5K Buy
+104
New +$4.52K ﹤0.01% 472

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Fidelity Investments
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Rockefeller Financial Services's BCE Position: Q1 2014 in Review

Rockefeller Financial Services sold out of BCE (BCE) in Q1 2014, closing a stake of 104 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in BCE in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 424 funds tracked by Wall St. Rank hold BCE as of Q1 2014.

  • Rockefeller Financial Services reported no remaining BCE position as of Q1 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 104 BCE shares in Q1 2014, an estimated $5K.
  • Rockefeller Financial Services first reported a position in BCE in Q4 2013 and held it in 1 quarter.
  • Rockefeller Financial Services's BCE position peaked at $5K in Q4 2013.
  • 424 funds tracked by Wall St. Rank held BCE as of Q1 2014.

Based on Rockefeller Financial Services's 13F filing for Q1 2014, filed 5 May 2014.