Willingdon Wealth Management’s BCE BCE Stock Holding History

Willingdon 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 Q1	$2.19M	Sell	53,626 -450	-0.8%	-$20.2K	0.55%	55
2019 Q4	$2.51M	Buy	54,076 +942	+2%	+$45.1K	0.52%	63
2019 Q3	$2.57M	Buy	53,134 +1,136	+2%	+$53.2K	0.57%	63
2019 Q2	$2.37M	Buy	51,998 +1,670	+3%	+$75.4K	0.55%	66
2019 Q1	$2.23M	Buy	50,328 +1,638	+3%	+$70.7K	0.55%	67
2018 Q4	$1.93M	Sell	48,690 -2,966	-6%	-$121K	0.55%	72
2018 Q3	$2.09M	Buy	51,656 +546	+1%	+$22.5K	0.57%	71
2018 Q2	$2.07M	Sell	51,110 -2,240	-4%	-$94K	0.63%	71
2018 Q1	$2.3M	Sell	53,350 -15,980	-23%	-$718K	0.73%	58
2017 Q4	$3.33M	Sell	69,330 -689	-1%	-$32.8K	1.09%	31
2017 Q3	$3.28M	Buy	+70,019	New	+$3.28M	1.19%	26

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Willingdon Wealth Management's BCE Position: Q1 2020 in Review

Willingdon Wealth Management reduced its BCE (BCE) stake by 0.83% in Q1 2020, selling an estimated $20.2K and leaving 53,626 shares worth $2.19M. The position accounts for 0.55% of the portfolio, ranked #55.

Willingdon Wealth Management first reported a position in BCE in Q3 2017 and has held it in 11 quarters since. The position peaked at $3.33M in Q4 2017. 514 funds tracked by Wall St. Rank hold BCE as of Q1 2020.

Willingdon Wealth Management held 53,626 shares of BCE worth $2.19M as of Q1 2020.
Willingdon Wealth Management sold 450 BCE shares in Q1 2020, an estimated $20.2K.
BCE made up 0.55% of Willingdon Wealth Management's portfolio in Q1 2020, its #55 holding.
Willingdon Wealth Management first reported a position in BCE in Q3 2017 and has held it in 11 quarters since.
Willingdon Wealth Management's BCE position peaked at $3.33M in Q4 2017.
514 funds tracked by Wall St. Rank held BCE as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.