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Wealthspire Advisors (Maryland)’s BCE BCE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-849
Closed -$38K – 616
2019
Q1 		$38K Buy
849
+3
+0.4% +$129 ﹤0.01% 1001
2018
Q4 		$33K Sell
846
-106
-11% -$4.34K ﹤0.01% 1011
2018
Q3 		$39K Sell
952
-485
-34% -$20K ﹤0.01% 1052
2018
Q2 		$58K Sell
1,437
-461
-24% -$19.4K 0.01% 915
2018
Q1 		$82K Sell
1,898
-498
-21% -$22.4K 0.01% 783
2017
Q4 		$115K Sell
2,396
-5
-0.2% -$238 0.01% 655
2017
Q3 		$112K Sell
2,401
-63
-3% -$2.95K 0.01% 662
2017
Q2 		$111K Sell
2,464
-1,818
-42% -$81.9K 0.01% 656
2017
Q1 		$190K Sell
4,282
-5,340
-55% -$235K 0.03% 410
2016
Q4 		$416K Buy
9,622
+2,644
+38% +$117K 0.06% 204
2016
Q3 		$322K Buy
6,978
+833
+14% +$39.5K 0.05% 251
2016
Q2 		$291K Sell
6,145
-116
-2% -$5.38K 0.05% 260
2016
Q1 		$285K Sell
6,261
-252
-4% -$10.5K 0.05% 268
2015
Q4 		$252K Buy
+6,513
New +$275K 0.05% 299

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
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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BCE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BCE (BCE) in Q2 2019, closing a stake of 849 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in BCE in Q4 2015 and held it in 14 quarters. The position peaked at $416K in Q4 2016. 506 funds tracked by Wall St. Rank hold BCE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BCE position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 849 BCE shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in BCE in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BCE position peaked at $416K in Q4 2016.
  • 506 funds tracked by Wall St. Rank held BCE as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.