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Triangle Securities Wealth Management’s BCE BCE Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-366
Closed -$15K – 141
2013
Q2 		$15K Buy
+366
New +$16.6K 0.01% 415

Other funds holding BCE

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triangle Securities Wealth Management's BCE Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of BCE (BCE) in Q3 2013, closing a stake of 366 shares — an estimated $15K sold.

Triangle Securities Wealth Management first reported a position in BCE in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 385 funds tracked by Wall St. Rank hold BCE as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining BCE position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 366 BCE shares in Q3 2013, an estimated $15K.
  • Triangle Securities Wealth Management first reported a position in BCE in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's BCE position peaked at $15K in Q2 2013.
  • 385 funds tracked by Wall St. Rank held BCE as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.