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Transform Wealth’s BCE BCE Stock Holding History

Transform Wealth’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
-4,676
Closed -$217K – 210
2019
Q4 		$217K Buy
4,676
+124
+3% +$5.94K 0.03% 214
2019
Q3 		$220K Sell
4,552
-4,282
-48% -$200K 0.04% 195
2019
Q2 		$402K Buy
+8,834
New +$399K 0.06% 186

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

Transform Wealth's BCE Position: Q1 2020 in Review

Transform Wealth sold out of BCE (BCE) in Q1 2020, closing a stake of 4,676 shares — an estimated $217K sold.

Transform Wealth first reported a position in BCE in Q2 2019 and held it in 3 quarters. The position peaked at $402K in Q2 2019. 514 funds tracked by Wall St. Rank hold BCE as of Q1 2020.

  • Transform Wealth reported no remaining BCE position as of Q1 2020 after selling out during the quarter.
  • Transform Wealth sold 4,676 BCE shares in Q1 2020, an estimated $217K.
  • Transform Wealth first reported a position in BCE in Q2 2019 and held it in 3 quarters.
  • Transform Wealth's BCE position peaked at $402K in Q2 2019.
  • 514 funds tracked by Wall St. Rank held BCE as of Q1 2020.

Based on Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.