WLPWM
BCE icon

Walled Lake Planning & Wealth Management’s BCE BCE Stock Holding History

Walled Lake Planning & 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
2020
Q3 		– Sell
-55
Closed -$2K – 340
2020
Q2 		$2K Sell
55
-51
-48% -$2.1K ﹤0.01% 279
2020
Q1 		$4K Sell
106
-80,863
-100% -$3.63M ﹤0.01% 240
2019
Q4 		$3.75M Buy
+80,969
New +$3.88M 2.71% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Walled Lake Planning & Wealth Management's BCE Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of BCE (BCE) in Q3 2020, closing a stake of 55 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in BCE in Q4 2019 and held it in 3 quarters. The position peaked at $3.75M in Q4 2019. 492 funds tracked by Wall St. Rank hold BCE as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining BCE position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 55 BCE shares in Q3 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in BCE in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's BCE position peaked at $3.75M in Q4 2019.
  • 492 funds tracked by Wall St. Rank held BCE as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.