WFG Advisors’s BCE BCE Stock Holding History

WFG Advisors’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
2017 Q2	$203K	Buy	4,503 +16	+0.4%	+$721	0.05%	364
2017 Q1	$199K	Sell	4,487 -555	-11%	-$24.5K	0.05%	339
2016 Q4	$218K	Sell	5,042 -281	-5%	-$12.4K	0.05%	361
2016 Q3	$246K	Sell	5,323 -352	-6%	-$16.7K	0.06%	313
2016 Q2	$268K	Buy	5,675 +44	+0.8%	+$2.04K	0.07%	262
2016 Q1	$256K	Buy	5,631 +45	+0.8%	+$1.88K	0.07%	256
2015 Q4	$216K	Buy	5,586 +72	+1%	+$3.04K	0.06%	273
2015 Q3	$226K	Buy	5,514 +68	+1%	+$2.79K	0.07%	265
2015 Q2	$231K	Buy	5,446 +379	+7%	+$16.6K	0.06%	305
2015 Q1	$215K	Buy	5,067 +115	+2%	+$5.13K	0.06%	332
2014 Q4	$227K	Buy	4,952 +1,454	+42%	+$65.3K	0.05%	389
2014 Q3	$150K	Buy	3,498 +33	+1%	+$1.47K	0.03%	521
2014 Q2	$157K	Sell	3,465 -109	-3%	-$4.91K	0.03%	509
2014 Q1	$154K	Sell	3,574 -288	-7%	-$12.3K	0.03%	489
2013 Q4	$167K	Sell	3,862 -3	-0.1%	-$130	0.02%	572
2013 Q3	$165K	Sell	3,865 -593	-13%	-$24.7K	0.03%	541
2013 Q2	$183K	Buy	+4,458	New	+$202K	0.03%	484

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

WFG Advisors's BCE Position: Q2 2017 in Review

WFG Advisors increased its BCE (BCE) stake by 0.36% in Q2 2017, buying an estimated $721 and bringing the position to 4,503 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #364.

WFG Advisors first reported a position in BCE in Q2 2013 and has held it in 17 quarters since. The position peaked at $268K in Q2 2016. 451 funds tracked by Wall St. Rank hold BCE as of Q2 2017.

WFG Advisors held 4,503 shares of BCE worth $203K as of Q2 2017.
WFG Advisors bought 16 BCE shares in Q2 2017, an estimated $721.
BCE made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #364 holding.
WFG Advisors first reported a position in BCE in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's BCE position peaked at $268K in Q2 2016.
451 funds tracked by Wall St. Rank held BCE as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.