Tarbox Family Office’s BCE BCE Stock Holding History

Tarbox Family Office’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
2015 Q4	–	Sell	-200	Closed	-$8K	–	541
2015 Q3	$8K	Buy	+200	New	+$8.21K	0.01%	263

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Tarbox Family Office's BCE Position: Q4 2015 in Review

Tarbox Family Office sold out of BCE (BCE) in Q4 2015, closing a stake of 200 shares — an estimated $8K sold.

Tarbox Family Office first reported a position in BCE in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 428 funds tracked by Wall St. Rank hold BCE as of Q4 2015.

Tarbox Family Office reported no remaining BCE position as of Q4 2015 after selling out during the quarter.
Tarbox Family Office sold 200 BCE shares in Q4 2015, an estimated $8K.
Tarbox Family Office first reported a position in BCE in Q3 2015 and held it in 1 quarter.
Tarbox Family Office's BCE position peaked at $8K in Q3 2015.
428 funds tracked by Wall St. Rank held BCE as of Q4 2015.

Based on Tarbox Family Office's 13F filing for Q4 2015, filed 29 Jan 2016.