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Sound View Wealth Advisors Group’s BCE BCE Stock Holding History

Sound View Wealth Advisors 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
2020
Q1 		– Sell
-4,992
Closed -$231K – 217
2019
Q4 		$231K Sell
4,992
-54
-1% -$2.59K 0.07% 226
2019
Q3 		$244K Sell
5,046
-34
-0.7% -$1.59K 0.07% 217
2019
Q2 		$231K Buy
+5,080
New +$229K 0.07% 226

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sound View Wealth Advisors Group's BCE Position: Q1 2020 in Review

Sound View Wealth Advisors Group sold out of BCE (BCE) in Q1 2020, closing a stake of 4,992 shares — an estimated $231K sold.

Sound View Wealth Advisors Group first reported a position in BCE in Q2 2019 and held it in 3 quarters. The position peaked at $244K in Q3 2019. 514 funds tracked by Wall St. Rank hold BCE as of Q1 2020.

  • Sound View Wealth Advisors Group reported no remaining BCE position as of Q1 2020 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,992 BCE shares in Q1 2020, an estimated $231K.
  • Sound View Wealth Advisors Group first reported a position in BCE in Q2 2019 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's BCE position peaked at $244K in Q3 2019.
  • 514 funds tracked by Wall St. Rank held BCE as of Q1 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2020, filed 12 May 2020.