Security National Trust’s BCE BCE Stock Holding History

Security National Trust’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
2017 Q4	–	Sell	-1,000	Closed	-$47K	–	389
2017 Q3	$47K	Hold	1,000	–	–	0.02%	266
2017 Q2	$45K	Hold	1,000	–	–	0.02%	281
2017 Q1	$44K	Sell	1,000 -160	-14%	-$7.05K	0.01%	284
2016 Q4	$50K	Hold	1,160	–	–	0.02%	273
2016 Q3	$53K	Hold	1,160	–	–	0.02%	263
2016 Q2	$55K	Buy	1,160 +160	+16%	+$7.41K	0.02%	261
2016 Q1	$46K	Hold	1,000	–	–	0.02%	275
2015 Q4	$39K	Hold	1,000	–	–	0.02%	281
2015 Q3	$41K	Hold	1,000	–	–	0.02%	282
2015 Q2	$43K	Hold	1,000	–	–	0.02%	289
2015 Q1	$42K	Hold	1,000	–	–	0.01%	298
2014 Q4	$46K	Hold	1,000	–	–	0.02%	282
2014 Q3	$43K	Sell	1,000 -200	-17%	-$8.94K	0.02%	285
2014 Q2	$54K	Hold	1,200	–	–	0.02%	273
2014 Q1	$52K	Hold	1,200	–	–	0.02%	276
2013 Q4	$52K	Buy	1,200 +200	+20%	+$8.7K	0.02%	268
2013 Q3	$43K	Sell	1,000 -100	-9%	-$4.16K	0.02%	274
2013 Q2	$45K	Buy	+1,100	New	+$49.8K	0.02%	266

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Security National Trust's BCE Position: Q4 2017 in Review

Security National Trust sold out of BCE (BCE) in Q4 2017, closing a stake of 1,000 shares — an estimated $47K sold.

Security National Trust first reported a position in BCE in Q2 2013 and held it in 18 quarters. The position peaked at $55K in Q2 2016. 503 funds tracked by Wall St. Rank hold BCE as of Q4 2017.

Security National Trust reported no remaining BCE position as of Q4 2017 after selling out during the quarter.
Security National Trust sold 1,000 BCE shares in Q4 2017, an estimated $47K.
Security National Trust first reported a position in BCE in Q2 2013 and held it in 18 quarters.
Security National Trust's BCE position peaked at $55K in Q2 2016.
503 funds tracked by Wall St. Rank held BCE as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.