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Summit Trail Advisors’s BCE BCE Stock Holding History

Summit Trail 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
2018
Q3 		– Sell
-2,303
Closed -$95K – 290
2018
Q2 		$95K Sell
2,303
-10,953
-83% -$460K 0.03% 220
2018
Q1 		$170K Buy
13,256
+2,270
+21% +$102K 0.03% 382
2017
Q4 		$519K Buy
+10,986
New +$523K 0.07% 225

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Summit Trail Advisors's BCE Position: Q3 2018 in Review

Summit Trail Advisors sold out of BCE (BCE) in Q3 2018, closing a stake of 2,303 shares — an estimated $95K sold.

Summit Trail Advisors first reported a position in BCE in Q4 2017 and held it in 3 quarters. The position peaked at $519K in Q4 2017. 483 funds tracked by Wall St. Rank hold BCE as of Q3 2018.

  • Summit Trail Advisors reported no remaining BCE position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,303 BCE shares in Q3 2018, an estimated $95K.
  • Summit Trail Advisors first reported a position in BCE in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's BCE position peaked at $519K in Q4 2017.
  • 483 funds tracked by Wall St. Rank held BCE as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.